RODMAN LU
Financial Adviser · Narre Warren, VIC
📚 Qualifications & Training
2015 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Investment Banking Institute
2023 - SMSF Regulations and Taxation - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 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.