Financial Adviser
· SYDNEY, NSW
Judy Lu
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002122
Judy Lu is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Judy is currently authorised under Unisuper Management Pty. Ltd. Judy 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 from Financial Planning Association. Judy 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Business Studies
- TAFE NSW
2003
Diploma of Financial Planning
Financial Planning Association (FPA)
2005
Certified Financial Planner
Financial Planning Association
2010
Master of Applied Finance
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register