Chao Hong Lu
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468216
- Location
- Sydney NSW 2000
- Licensee
- Firestone Financial Services Pty Ltd (AFSL 517950); Outlier Private Pty Ltd (AFSL 700089)
- Authorised since
- 9 September 2024
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2003); Bachelor of Science, University Technology Sydney (2006); Self Managed Super Fund Course, Kaplan (2006); Caverndish & ICFS Specialist SMSF Course, University of Adelaide (2011); Accredited Aged Care Professional, Aged Care Steps (ASC) Pty Ltd (2018); Regulation of Australian Financial Services, Financial Education Professionals (2020); Financial Adviser Exam, ACER (ASIC) (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Chao Hong Lu
Chao Hong Lu is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000468216.
The licensee Chao advises under is Firestone Financial Services Pty Ltd (AFS licence 517950). The register also lists Outlier Private Pty Ltd (licence 700089). The current authorisation started on 9 September 2024.
According to the register, Chao first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan, 2003), Bachelor of Science (University Technology Sydney, 2006) and Self Managed Super Fund Course (Kaplan, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Chao Hong Lu a registered financial adviser?
Yes. Chao Hong Lu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468216.
Which licensee does Chao Hong Lu work under?
Firestone Financial Services Pty Ltd, Australian financial services licence 517950 and Outlier Private Pty Ltd, Australian financial services licence 700089.
What can Chao Hong Lu give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.