Simon Wu Financial Planner Report

Name:
Simon Ka Lung Wu

Rep Number:
000255786

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Location:
Ultimo, , NSW, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
Bachelor of Arts
Macquarie University
Bachelor of Legal Studies
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
University of Sydney
Master of Business Administration

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)