Financial Adviser
· SYDNEY, NSW
Huy Huy Luu
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001329
Huy Huy Luu is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Huy is currently authorised under Fulcrum Wealth Management Pty Limited. Huy 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 The Financial Planning Association of Australia. Huy is a member of 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Financial Planning)
RMIT University
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Certified Financial Planner (CFP)
The Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
SMSF Association Specialist Member Accreditation Program
SMSF Association