Yu-chun Lu Financial Planner Report

Name:
Yu-chun Lu

Rep Number:
001244536

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-04 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Superannuation

Qualifications
Financial Education Professionals
ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds
The University of Sydney
Bachelor of Science
AAMC
Diploma of Finance & Mortgage Broking Management
Spherion
Diploma of eBusiness Support
Macquarie University
Master of Accounting

Memberships
CPA Australia (CPA)