Financial Adviser · SYDNEY, NSW

Chao Hong Lu

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000468216

Chao Hong Lu is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Chao is currently authorised under Firestone Financial Services Pty Ltd. Chao 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 Bachelor of Science from University Technology Sydney. Chao is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Services (Financial Planning)
Kaplan
2006
Bachelor of Science
University Technology Sydney
2006
Self Managed Super Fund Course
Kaplan
2011
Caverndish & ICFS Specialist SMSF Course
University of Adelaide
2018
Accredited Aged Care Professional
Aged Care Steps (ASC) Pty Ltd
2020
Regulation of Australian Financial Services
Financial Education Professionals
2024
Financial Adviser Exam
ACER (ASIC)

Registration History

Sep 2024 - Present Current
Apr 2021 - Dec 2021 Ceased
Jun 2019 - Apr 2021 Ceased
Apr 2017 - Mar 2019 Ceased
MALONEY'S FINANCIAL SERVICES PTY LTD
Aug 2016 - Feb 2017 Ceased
LIBERTAS FINANCIAL PLANNING PTY LTD
May 2016 - Aug 2016 Ceased
ACN 130 288 578 PTY LTD
Mar 2015 - May 2016 Ceased
Nov 2014 - Feb 2015 Ceased
Jun 2013 - Jul 2014 Ceased
Nov 2011 - May 2013 Ceased
May 2010 - Sep 2011 Ceased
ONEPATH FINANCIAL PLANNING PTY LTD
Sep 2006 - May 2010 Ceased

Source: ASIC Financial Advisers Register