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- Financial Advisers Australia (FAA)
- Chao Hong LU
Chao Hong LU
- Name
- Chao Hong LU
- ID
- 468216
- ABN
- –
- First Provided Advice
- 2006
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
- 2005 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
- 2006 - Bachelor of Science - Bachelor Degree (AQF 7) - University Technology Sydney
- 2006 - Self Managed Super Fund Course - Professional Designations - Kaplan
- 2011 - Caverndish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - University of Adelaide
- 2018 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps (ASC) Pty Ltd
- 2020 - Regulation of Australian Financial Services - Certificate (AQF 1-4) - Financial Education Professionals
- 2024 - Financial Adviser Exam - Professional Designations - ACER (ASIC)
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Association of Independently Owned Financial Professionals (AIOFP)
- Financial Advice Association of Australia (FAAA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Firestone Financial Services Pty Ltd (#517950)
- Commenced
- April 8, 2021
- Ceased
- Dec. 31, 2021
- Status
- Current
- Licence Holder
- Firestone Financial Services Pty ltd (#517950)
- Commenced
- Sept. 9, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Acn 130 288 578 Pty Ltd (#326450)
- Commenced
- March 26, 2015
- Ceased
- May 9, 2016
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Nov. 5, 2014
- Ceased
- Feb. 27, 2015
- Status
- Ceased
- Licence Holder
- Avalonfs Pty Ltd (#437518)
- Commenced
- June 18, 2019
- Ceased
- April 7, 2021
- Status
- Ceased
- Licence Holder
- Gps Wealth Ltd (#254544)
- Commenced
- April 3, 2017
- Ceased
- March 1, 2019
- Status
- Ceased
- Licence Holder
- Libertas Financial Planning Pty Ltd (#429718)
- Commenced
- May 9, 2016
- Ceased
- Aug. 18, 2016
- Status
- Ceased
- Licence Holder
- Link Advice Pty Ltd (#258145)
- Commenced
- June 24, 2013
- Ceased
- July 30, 2014
- Status
- Ceased
- Licence Holder
- Maloney's Financial Services Pty Ltd (#487886)
- Commenced
- Aug. 18, 2016
- Ceased
- Feb. 23, 2017
- Status
- Ceased
- Licence Holder
- Mercer Financial Advice (australia) Pty Ltd (#411766)
- Commenced
- Nov. 28, 2011
- Ceased
- May 16, 2013
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- May 17, 2010
- Ceased
- Sept. 16, 2011
- Status
- Ceased
- Licence Holder
- Onepath Financial Planning Pty Ltd (#260520)
- Commenced
- Sept. 20, 2006
- Ceased
- May 6, 2010