Steven Leung
AUSTRALIAN EXECUTOR TRUSTEES LIMITED · Melbourne VIC 3000 · Advising since 2002
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001001372
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023Since 5 May 2023
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2002
- Can provide tax (financial) advice
- Yes
- Memberships
- FINSIA (Financial Services Institute of Australasia); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMay 2023 – presentAUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023
- CEASEDJun 2015 – Aug 2020EQUITY TRUSTEES SUPERANNUATION LIMITED · AFSL 229757
- CEASEDApr 2015 – Sep 2025EQUITY TRUSTEES WEALTH SERVICES LIMITED · AFSL 234528
- CEASEDMar 2014 – Apr 2021EQUITY TRUSTEES LIMITED · AFSL 240975
- CEASEDMar 2012 – Jul 2014PERPETUAL TRUSTEE COMPANY LIMITED · AFSL 236643
- CEASEDJan 2011 – Oct 2011OCTILLION PARTNERS PTY LTD · AFSL 289621
- CEASEDFeb 2009 – Jan 2011SUPERPARTNERS PTY LTD · AFSL 238761
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2021 · Bridging Course - Ethics
Financial Adviser Exam
FASEA · 2021 · Bachelor Degree (AQF 7)
CFP
Financial Planning Association of Australia · 2008 · Other
Graduate Diploma in Applied Finance and Investment
Securities Institute · 2002 · Graduate Diploma (AQF 8)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Steven Leung claims the profile.
Reviews
Not yet reviewed
No client has reviewed Steven Leung on Souffle yet.
Contacting Steven Leung
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Steven Leung claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.