Warner Leung has more than 15 years’ experience
working in financial services and providing personalised
financial planning and investment advice.
Warner’s qualifications include a Masters of Applied
Finance and a Bachelor of Finance. Warner is also a
Certified Financial Planner® with the Financial Advice
Association Australia (FAAA) and a Self-Managed
Super Fund Specialist (SSA).
Warner is committed to building long-term relationships
with clients by providing them with appropriate
professional advice and personal ongoing service.
Warner is an employee and is paid a salary. He may
be entitled to an annual bonus, if he meets, or exceeds,
defined client service, compliance and training standards.
In his spare time, Warner enjoys being active playing
soccer, tennis and attending F45 classes with his partner,
Helena. He also volunteers his time with the Cancer
Council providing financial literacy advice with cancer
patients and is also the Treasurer of the Gladesville
Ravens Sports Club.
Areas of Services
- Tax-effective investment strategies
- Superannuation strategies
- Retirement planning
- Centrelink entitlements
- Direct equities
- Life insurance (life, TPD, trauma, income protection, business expenses)
- Estate planning
- Self-managed Superannuation Funds
- Margin Lending
- Salary Packaging
Contact Details
(Apt Wealth Partners)
Tel.: 02 8262 4000
Email: warner@aptwealth.com.au