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Warner Leung

Grimsey Wealth Private Office

Gold
18 Yrs Experience
North Sydney, NSW 2060

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 completed the Self-Managed Super Fund Specialist (SSA) program.

Warner is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service to help them live their best life. He is passionate to help clients build their financial literacy and confidence to make financial decisions and take control of their finances.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

We are a fee for advice business with the initial call, no obligation and no cost to properly understand your situation and how we can possibly help.

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 18
  • Highest qualification
    • Master of Applied Finance
  • Languages spoken
    • Cantonese
    • English

Grimsey Wealth Private Office

Level 2, 8 West St
North Sydney, NSW 2060

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Grimsey Wealth Pty Ltd

AFSL 293334