Jonathan Wu Financial Planner Report

Name:
Jonathan Sien Mun Wu

Rep Number:
000328483

Status:
Current

First Advice:
2011

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
University of Sydney
Bachelor of Commerce (Commercial Law and Accounting)
CPA Australia
CPA
Kaplan
Diploma of Financial Services
FPA
Financial Planner AFP
CPA Australia
Financial Planning Specialist

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