Chao Lu

Financial Adviser

ASIC adviser number:
000468216
Qualifications and training:

2003, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan
2005, Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan
2006, Bachelor of Science, Bachelor Degree (AQF 7), University Technology Sydney
2006, Self Managed Super Fund Course, Professional Designations, Kaplan
2011, Caverndish & ICFS Specialist SMSF Course, Certificate (AQF 1-4), University of Adelaide
2018, Accredited Aged Care Professional, Professional Designations, Aged Care Steps (ASC) Pty Ltd
2020, Regulation of Australian Financial Services, Certificate (AQF 1-4), Financial Education Professionals
2024, Financial Adviser Exam, Professional Designations, ACER (ASIC)

When adviser first provided advice:
2006
Membership of professional associations:

Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
SMSF Association

Disciplinary action by ASIC:
None
Location:
Level 16, No. 1 Martin Place, 1 Martin Place Pl
Sydney  NSW  2000
AFS licence holder name:
Firestone Financial Services Pty Ltd
AFS licence number:
000517950
Licence controlled by:
Stuart Aaron Mangion
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».