YU DU

Name: YU DU
ID: 1272026
ABN: –
First Provided Advice: 2018
Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

2010 - BUSL250 Business Law - Other - Macquarie University
2010 - BUSL320 Revenue Law - Other - Macquarie University
2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2011 - Master of Commerce (Finance) - Masters Degree (AQF 9) - Macquarie University
2015 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2015 - Chartered Accountants Program - Other - Chartered Accountants Australia & New Zealand (CA ANZ)
2018 - RG146 Generic Knowledge, Deposit Products and Non-Cash Payment Facilities - Other - Financial Education Professionals
2018 - RG146 Self-Managed Superannuation Funds - Other - Financial Education Professionals
2018 - RG146 Superannuation - Other - Financial Education Professionals
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2026 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

Details of memberships of professional bodies or industry associations relevant to providing financial services