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- Financial Advisers Australia (FAA)
- Paul Luu
Paul Luu
- Name
- Paul Luu
- ID
- 1001992
- ABN
- –
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - Bachelor of Applied Finance (Degree in Bachelor of Commerce - Actuarial Studies) - Bachelor Degree (AQF 7) - Macquarie University
- 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
- 2009 - Self Managed Superannuation Funds - Professional Designations - Kaplan
- 2009 - Taxation Planning - - Kaplan
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Bombora Advice Pty Ltd (#439065)
- Commenced
- Aug. 1, 2022
- Ceased
- Jan. 31, 2023
- Status
- Ceased
- Licence Holder
- William Buck Wealth Advisors (nsw) Pty Ltd (#240769)
- Commenced
- April 4, 2016
- Ceased
- July 25, 2022
- Status
- Ceased
- Licence Holder
- Zurich Assure Australia Pty Limited (#538863)
- Commenced
- Feb. 1, 2023
- Ceased
- March 22, 2024
- Status
- Current
- Licence Holder
- Australian Advice Network Pty ltd (#472901)
- Commenced
- April 16, 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
- Aon Hewitt Financial Advice Limited (#239183)
- Commenced
- May 27, 2005
- Ceased
- May 31, 2011
- Status
- Ceased
- Licence Holder
- Findex Advice Services Pty Ltd (#243253)
- Commenced
- June 1, 2011
- Ceased
- March 31, 2016