Simon Ka Lung Wu
Financial Adviser in Ultimo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255786
- Location
- Ultimo NSW 2007
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 July 2016
- First provided advice
- 1993
- Qualifications
- Bachelor of Arts, Macquarie University (1981); Master of Business Administration, University of Sydney (1985); Certified Financial Planner, FPA (1994); Diploma of Financial Planning, FPA (1997); Bachelor of Legal Studies, Macquarie University (1998)
- Memberships
- CPA Australia (CPA); 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Ka Lung Wu
On the Financial Advisers Register kept by ASIC, Simon Ka Lung Wu appears as a current financial adviser in Ultimo, New South Wales, adviser number 000255786.
The licensee Simon advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 1 July 2016.
The register records 1993 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Arts (Macquarie University, 1981), Master of Business Administration (University of Sydney, 1985) and Certified Financial Planner (FPA, 1994). Simon is recorded as a member of CPA Australia (CPA) and 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Ka Lung Wu a registered financial adviser?
Yes. Simon Ka Lung Wu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255786.
Which licensee does Simon Ka Lung Wu work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Simon Ka Lung Wu 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; derivatives.