MenuSteven Leung CFP®
About Me
Steven has extensive advisory experience spanning over two decades, having held various roles in a global investment bank and a number of national private wealth and chartered accounting firms. Over that time, he has provided sophisticated advice to charitable trusts, high net worth individuals, families and business owners in the following areas:•
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 22 Years -
Licensed By Australian Executor Trustees Limited
