Financial Adviser · MELBOURNE, VIC

Allan Phu

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001269333

Allan Phu is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Allan is currently authorised under Lifewealth. Allan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allan's qualifications include a Certified Financial Planner from Kaplan Professional. Allan 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 Margin Lending

Restrictions: Authorisations exclude advice to Self Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Engineering

The University of Melbourne

2015

Diploma of Financial Planning

Kaplan Professional

2017

Advanced Diploma of Financial Planning

Kaplan Professional

2018

Margin Lending

2020

FPC002B Ethics & Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2023

Certified Financial Planner

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Lifewealth Pty Ltd

Jan 2022 - Present Current

Authorisations exclude advice to Self Managed Super Funds

Bridges Financial Services Pty Limited

Jun 2021 - Dec 2021 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Nov 2018 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register