YU-CHUN LU
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2001 - Bachelor of Science - Bachelor Degree (AQF 7) - University of Sydney
2004 - Diploma of eBusiness Support - Diploma (AQF 5) - Spherion
2006 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia
2007 - Master of Accounting - Masters Degree (AQF 9) - Macquarie University
2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group
2016 - Self-Managed Superannuation Funds - Other - Financial Education Professionals
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.