Financial Adviser · NORTH SYDNEY, NSW

Warner Leung

NORTH SYDNEY, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004248

Currently at

Grimsey Wealth Private Office

Melbourne, VIC (firm address)

View firm profile

About Warner Leung

Warner Leung is a financial adviser based in North Sydney, New South Wales, with 18 years of experience in the financial services industry since 2008. Warner is currently authorised under Grimsey Wealth, operating through Grimsey Wealth Private Office. Warner holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Warner's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Warner is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2007

Taxation (BLW22 Taxation Law)

Curtin University

2009

Bachelor of Finance (Business Finance)

University of Newcastle

2010

Margin Lending and Geared Investments

Kaplan Professional

2012

Certified Financial Planner

Financial Planning Association of Australia

2012

Self Managed Superannuation Funds

Kaplan

2015

Master of Applied Finance

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

2022

Commercial Law (TASACLv2 Commercial Law)

Regulation & Legal Obligations - Kaplan Professional

Registration History

Grimsey Wealth Pty Ltd

Jul 2026 - Present Current

Derivatives

Grimsey Wealth Pty Ltd

Jul 2026 - Present Current

Derivatives

Apt Wealth Partners Pty Ltd

Jan 2022 - Jun 2026 Ceased

Minchin Moore Private Wealth Pty Ltd

May 2021 - Dec 2021 Ceased

Grant Thornton Wealth Advisory Services Pty Ltd

Jul 2019 - May 2021 Ceased

Westpac Banking Corporation

Oct 2010 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register