Tony Lu
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000441066
- Location
- Sydney NSW 2000
- Licensee
- Prosperitas Partners Pty. Ltd. (AFSL 544917)
- Authorised since
- 19 April 2023
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- CFP - Certified Financial Planner (FPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Tony Lu
Tony Lu is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000441066.
Tony provides advice as an authorised representative of Prosperitas Partners Pty. Ltd., which holds Australian financial services licence 544917. That authorisation dates from 19 April 2023.
According to the register, Tony first provided financial advice in 2006. The qualifications listed for Tony include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2025). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Tony is authorised to advise 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.
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Questions people ask
Is Tony Lu a registered financial adviser?
Yes. Tony Lu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000441066.
Which licensee does Tony Lu work under?
Prosperitas Partners Pty. Ltd., Australian financial services licence 544917.
What can Tony 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; standard margin lending.