Dan Gia Luu
Financial Adviser in Heidelberg, Victoria, Australia
Review Dan Gia Luu
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003813
- Location
- Heidelberg VIC 3084
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 8 March 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Economics and Finance), RMIT (2000); Diploma of Financial Planning, FPA (2000); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Dan Gia Luu
Dan Gia Luu is a financial adviser in Heidelberg, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003813.
The licensee Dan advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 8 March 2021.
The register records 2003 as the year Dan first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics and Finance) (RMIT, 2000), Diploma of Financial Planning (FPA, 2000) and Graduate Diploma of Financial Planning (Kaplan Professional, 2023). 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.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF).”
Reviews
Nobody has reviewed Dan Gia Luu here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Dan Gia Luu a registered financial adviser?
Yes. Dan Gia Luu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003813.
Which licensee does Dan Gia Luu work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Dan Gia Luu 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)."