Lu Gan
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254736
- Location
- Chatswood NSW 2067
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 18 May 2017
- First provided advice
- 2017
- Qualifications
- Master of Commerce, University of Sydney (2009); Master of International Business, University of Sydney (2009); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2017); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2018); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2019); Margin Lending, Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, Griffith University (2022)
- 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, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lu Gan
Lu Gan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001254736).
The licensee Lu advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 18 May 2017.
The register records 2017 as the year Lu first provided financial advice. The qualifications listed for Lu include Master of Commerce (University of Sydney, 2009), Master of International Business (University of Sydney, 2009) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Lu Gan a registered financial adviser?
Yes. Lu Gan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254736.
Which licensee does Lu Gan work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Lu Gan 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."