Warner Leung
GRIMSEY WEALTH PRIVATE OFFICE PTY LTD · North Sydney NSW 2060 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 001004248
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- GRIMSEY WEALTH PTY LTD · AFSL 293334Through authorised representative GRIMSEY WEALTH PRIVATE OFFICE PTY LTD (no. 001320151)Since 31 July 2026GRIMSEY WEALTH PTY LTD · AFSL 293334Through authorised representative GRIMSEY WEALTH (NSW) PTY LTD (no. 000444081)Since 29 July 2026
- Principal business address
- North Sydney NSW 2060
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- Derivatives
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.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Securities
- Standard margin lending facilities
- 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.
- CURRENTJul 2026 – presentGRIMSEY WEALTH PTY LTD · AFSL 293334Through authorised representative GRIMSEY WEALTH PRIVATE OFFICE PTY LTD (no. 001320151)
- CURRENTJul 2026 – presentGRIMSEY WEALTH PTY LTD · AFSL 293334Through authorised representative GRIMSEY WEALTH (NSW) PTY LTD (no. 000444081)
- CEASEDJan 2022 – Jun 2026APT WEALTH PARTNERS PTY LTD · AFSL 436121
- CEASEDMay 2021 – Dec 2021MINCHIN MOORE PRIVATE WEALTH PTY LTD · AFSL 480194
- CEASEDJul 2019 – May 2021GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD · AFSL 234500
- CEASEDOct 2010 – Jun 2019WESTPAC BANKING CORPORATION · AFSL 233714
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
Commercial Law (TASACLv2 Commercial Law)
Kaplan Professional · 2022 · Bridging Course - Regulation & Legal Obligations
Ethics and Professionalism in Financial Advice (FPC002B)
Kaplan Professional · 2020 · Bridging Course - Ethics
Master of Applied Finance
Kaplan Professional · 2015 · Masters Degree (AQF 9)
Certified Financial Planner
Financial Planning Association of Australia · 2012 · Professional Designations
Self Managed Superannuation Funds
Kaplan · 2012 · Other
Margin Lending and Geared Investments
Kaplan Professional · 2010 · Other
Bachelor of Finance (Business Finance)
University of Newcastle · 2009 · Bachelor Degree (AQF 7)
Taxation (BLW22 Taxation Law)
Curtin University · 2007 · Other
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 Warner Leung claims the profile.
Reviews
Not yet reviewed
No client has reviewed Warner Leung on Souffle yet.
Contacting Warner Leung
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
GRIMSEY WEALTH PRIVATE OFFICE PTY LTD
Authorised by GRIMSEY WEALTH PTY LTD · AFSL 293334
- 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
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- PROFILE CLAIMUNCLAIMED
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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.
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