Financial Adviser · SYDNEY, NSW

Tony Lu

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000441066

Tony Lu is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Tony is currently authorised under Prosperitas Partners Pty. Ltd.. Tony 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Tony is a member of CFP - Certified Financial Planner (FPA) and 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

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Prosperitas Partners Pty. Ltd.

Apr 2023 - Present Current

Infocus Securities Australia Pty Ltd

Nov 2017 - Apr 2023 Ceased

Charter Financial Planning Limited

Jun 2013 - Nov 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

ANNOUNCER FINANCIAL PLANNING PTY LIMITED

Sep 2005 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register