Chao Lu Financial Planner Report

Name:
Chao Hong Lu

Rep Number:
000468216

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2017-04-03 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Elementary Wealth Pty Ltd

Licence Number:
001253430

ABN:
23 617 798 759

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Integratec
Advanced Diploma of Financial Services (Financial Planning)
Cavendish Superannuation Pty Ltd
Cavendish & ICFS Specialist SMSF Course
Integratec
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)