Tony Wu
Financial Adviser in Kuraby, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003552
- Location
- Kuraby QLD 4112
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 20 April 2018
- First provided advice
- 2003
- Qualifications
- Master of Business Administration (Executive), University of Queensland (2000); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2010); Diploma Financial Services (Financial Planning), Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2010)
- 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
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Tony Wu
On the Financial Advisers Register kept by ASIC, Tony Wu appears as a current financial adviser in Kuraby, Queensland, adviser number 001003552.
Tony provides advice as an authorised representative of Infocus Securities Australia Pty Ltd, which holds Australian financial services licence 236523. The current authorisation started on 20 April 2018.
According to the register, Tony first provided financial advice in 2003. Qualifications and training on file include Master of Business Administration (Executive) (University of Queensland, 2000), Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2010) and Diploma Financial Services (Financial Planning) (Kaplan, 2010).
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.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Tony Wu a registered financial adviser?
Yes. Tony Wu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003552.
Which licensee does Tony Wu work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Tony 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. It also records this restriction: "Securities excludes direct equities advice."