CHAO HONG LU
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2005 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2006 - Bachelor of Science - Bachelor Degree (AQF 7) - University Technology Sydney
2006 - Self Managed Super Fund Course - Professional Designations - Kaplan
2011 - Caverndish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - University of Adelaide
2018 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps (ASC) Pty Ltd
2020 - Regulation of Australian Financial Services - Certificate (AQF 1-4) - Financial Education Professionals
2024 - Financial Adviser Exam - Professional Designations - ACER (ASIC)
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.