LIN GAO

Financial Adviser · North Sydney, NSW

Registered

Registration Number

001238995

Registration Status

Registered

Location

North Sydney, NSW 2059

Providing Advice Since

2016

Registration Date

01/07/2020

Financial Services Licensee

THE LUNAR GROUP PTY LIMITED

Licence #000470948

📚 Qualifications & Training

2010 - Master of Marketing - - University of Newcastle
2012 - Master of Professional Accounting - Masters Degree (AQF 9) - University of New England
2014 - Diploma Financial Planning - - Kaplan Professional Education
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2016 - Self Managed Superannuation Funds - Other - Kaplan Professional
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.