Financial Adviser
· SOUTH MELBOURNE, VIC
Tao Hsu
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268690
Tao Hsu is a financial adviser based in South Melbourne, Victoria, with 8 years of experience in the financial services industry. Tao is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Tao 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 CFP Certification Program from Financial Advice Association of Australia Limited. Tao is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2016
Advanced Diploma of Financial Planning
Mentor Education
2017
Commercial law for tax (financial) advisers AETACL
Applied Education (Education IT Solutions Pty Ltd)
2017
Taxation law for tax (financial) advisers AETLFA
Applied Education (Education IT Solutions Pty Ltd)
2018
Margin Lending Adviser (Personal Advice)
Mentor Education
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education Australia
2019
CFP Certification Program
Financial Advice Association of Australia Limited
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2024
SMSF Specialist Advisor Program
SMSF Association Ltd
Registration History
Source: ASIC Financial Advisers Register