Yu-Chun Lu
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244536
- Location
- Chatswood NSW 2067
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 June 2026
- First provided advice
- 2016
- Qualifications
- ACCG851 Business Law, Macquarie University (2003); ACCG857 Taxation Law, Macquarie University (2003); Certified Practicing Accountants (CPA) Australia Program, CPA Australia (2006); Master of Accounting, Macquarie University (2007); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2015); Self-Managed Superannuation Funds, Financial Education Professionals (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Yu-Chun Lu
Yu-Chun Lu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001244536).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 1 June 2026.
According to the register, Yu-Chun first provided financial advice in 2016. The qualifications listed for Yu-Chun include ACCG851 Business Law (Macquarie University, 2003), ACCG857 Taxation Law (Macquarie University, 2003) and Certified Practicing Accountants (CPA) Australia Program (CPA Australia, 2006). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.”
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Questions people ask
Is Yu-Chun Lu a registered financial adviser?
Yes. Yu-Chun Lu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244536.
Which licensee does Yu-Chun Lu work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Yu-Chun Lu give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products."