Judy Lu
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002122
- Location
- Sydney NSW 2000
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 17 May 2010
- First provided advice
- 2002
- Qualifications
- Diploma of Business Studies, TAFE NSW (2000); Diploma of Financial Planning, Financial Planning Association (FPA) (2003); Certified Financial Planner, Financial Planning Association (2005); Master of Applied Finance, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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 Judy Lu
Judy Lu is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001002122.
Advice is given under the Australian financial services licence of Unisuper Management Pty. Ltd., licence number 235907. The current authorisation started on 17 May 2010.
The register records 2002 as the year Judy first provided financial advice. Qualifications and training on file include Diploma of Business Studies (TAFE NSW, 2000), Diploma of Financial Planning (Financial Planning Association (FPA), 2003) and Certified Financial Planner (Financial Planning Association, 2005). Judy is recorded as a member of 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 Judy Lu a registered financial adviser?
Yes. Judy Lu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002122.
Which licensee does Judy Lu work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Judy 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.