Financial Adviser
· SYDNEY, NSW
Louis Lin
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004965
Louis Lin is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Louis is currently authorised under Team Super Services Pty Ltd. Louis 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 Commerce from The University of Sydney. Louis 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce
The University of Sydney
2012
Margin Lending
Pinnacle Financial Services Academy
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register