HUY HUY LUU

Financial Adviser · Sydney, NSW

Registered

Registration Number

001001329

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2012

Registration Date

10/10/2014

Financial Services Licensee

FULCRUM WEALTH MANAGEMENT PTY LIMITED

Licence #000461521

📚 Qualifications & Training

2009 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Certified Financial Planner (CFP) - Professional Designations - The Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - SMSF Association Specialist Member Accreditation Program - Other - SMSF Association

🏢 Professional Memberships

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.