MARIA LUI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1986 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
1988 - Bachelor of Laws - Bachelor Degree (AQF 7) - Monash University
1990 - CPA Program Professional Level - Graduate Diploma (AQF 8) - CPA Australia
1994 - Master of Laws - Masters Degree (AQF 9) - Monash University
2016 - Directors Course - - AICD
2018 - RG 146 Superannuation - - Stockbrokers and Financial Advisers Association
2024 - FPC002 Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2025 - FPC007 Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
AICD
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Law Institute
The Tax Institute
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.