WILSON LEUNG

Financial Adviser ยท Footscray, VIC

Registered

Registration Number

000289097

Registration Status

Registered

Location

Footscray, VIC 3011

Providing Advice Since

2007

Registration Date

18/08/2018

Financial Services Licensee

HALO FINANCIAL SERVICES PTY LTD

Licence #000504663

๐Ÿ“š Qualifications & Training

1992 - Bachelor of Business - - Victoria University
2002 - MBA - - Victoria University
2005 - PS 146 - - Tribeca

๐Ÿข Professional Memberships

CPA Australia (CPA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.