Financial Adviser
· NORTH SYDNEY, NSW
Lin Gao
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238995
Lin Gao is a financial adviser based in North Sydney, New South Wales, with 10 years of experience in the financial services industry. Lin is currently authorised under The Lunar Group Pty Limited. Lin 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Lin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Master of Marketing
University of Newcastle
2012
Master of Professional Accounting
University of New England
2014
Diploma Financial Planning
Kaplan Professional Education
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2016
Self Managed Superannuation Funds
Kaplan Professional
2019
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2019
Tier 1 Margin Lending
Other - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register