Financial Adviser
· CHIRNSIDE PARK, VIC
Rodman Lu
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239176
Rodman Lu is a financial adviser based in Chirnside Park, Victoria, with 10 years of experience in the financial services industry. Rodman is currently authorised under Viridian Advisory Pty Ltd. Rodman holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Monash University. Rodman is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Business (Accounting)
Monash University
2016
Diploma of Financial Planning
Investment Banking Institute
2023
SMSF Regulations and Taxation
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register