Financial Adviser
· KURABY, QLD
Tony Wu
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003552
Tony Wu is a financial adviser based in Kuraby, Queensland, with 23 years of experience in the financial services industry. Tony is currently authorised under Infocus Securities Australia 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 Master of Business Administration (Executive) from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2000
Master of Business Administration (Executive)
University of Queensland
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2010
Diploma Financial Services (Financial Planning)
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
Registration History
Securities excludes direct equities advice
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register