Data sourced from ASIC Financial Advisers Register
Financial Adviser · CHATSWOOD, NSW

Lu Gan

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001254736

Lu Gan is a financial adviser based in Chatswood, New South Wales, with 9 years of experience in the financial services industry. Lu is currently authorised under Akumin Financial Planning Pty Limited. Lu holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Commerce from University of Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Master of Commerce
University of Sydney
2009
Master of International Business
University of Sydney
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2018
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2020
Margin Lending
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Griffith University

Registration History

Akumin Financial Planning Pty Limited
May 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register