Financial Adviser · HEIDELBERG, VIC

Dan Gia Luu

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003813

Dan Gia Luu is a financial adviser based in Heidelberg, Victoria, with 23 years of experience in the financial services industry. Dan is currently authorised under Lifespan Financial Planning Pty Ltd. Dan 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 Business (Economics and Finance) from RMIT. Dan 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Business (Economics and Finance)

RMIT

2000

Diploma of Financial Planning

FPA

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Mar 2021 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)

Commonwealth Financial Planning Limited

Jun 2004 - Feb 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register