SIMON KA LUNG WU
Financial Adviser · Ultimo, NSW
📚 Qualifications & Training
1981 - Bachelor of Arts - - Macquarie University
1985 - Master of Business Administration - - University of Sydney
1994 - Certified Financial Planner - - FPA
1997 - Diploma of Financial Planning - - FPA
1998 - Bachelor of Legal Studies - - Macquarie University
🏢 Professional Memberships
CPA Australia (CPA)
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.