Financial Adviser · CROWS NEST, NSW

Yu Du

CROWS NEST, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272026
Currently at
Melbourne, VIC (firm address)

About Yu Du

Yu Du is a financial adviser based in Crows Nest, New South Wales, with 8 years of experience in the financial services industry since 2018. Yu is currently authorised under Capstone Financial Planning, operating through Elevate Private Wealth. Yu holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yu's qualifications include a Master of Commerce (Finance) from Macquarie University. Yu is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Authorised to provide tax financial advice services

Qualifications and Training

2010
BUSL250 Business Law
Macquarie University
2010
BUSL320 Revenue Law
Macquarie University
2011
Bachelor of Commerce (Accounting)
Macquarie University
2011
Master of Commerce (Finance)
Macquarie University
2015
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2015
Chartered Accountants Program
Chartered Accountants Australia & New Zealand (CA ANZ)
2018
RG146 Generic Knowledge, Deposit Products and Non-Cash Payment Facilities
Financial Education Professionals
2018
RG146 Self-Managed Superannuation Funds
Financial Education Professionals
2018
RG146 Superannuation
Financial Education Professionals
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2026
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jul 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, basic deposit products, securities, simple managed investment schemes, and life risk insurance products.
Dec 2018 - May 2026 Ceased
Financial Product advice is limited to SMSF - Product class advice on superannuation

Source: ASIC Financial Advisers Register