CHAO HONG LU (Adviser# 000468216) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 3, 2017.
| Register Name | Financial Advisers |
| Adviser Name | CHAO HONG LU |
| Adviser Number | 000468216 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000254544 GPS WEALTH LTD |
| Licence ABN | 17005482726 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2017-04-03 |
| Appointing Representative Name | ELEMENTARY WEALTH PTY LTD |
| Appointing Representative Number | 001253430 |
| Appointing Representative ABN | 23617798759 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Integratec |
| Cavendish & ICFS Specialist SMSF Course | Cavendish Superannuation Pty Ltd |
| Diploma of Financial Services (Financial Planning) | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2017-04-03 - | ELEMENTARY WEALTH PTY LTD |
| 000487886 |
MALONEY'S FINANCIAL SERVICES PTY LTD
Licence controlled by: Patrick MALONEY |
2016-08-18 - 2017-02-23 | MALONEY'S FINANCIAL SERVICES PTY LTD |
| 000429718 | LIBERTAS FINANCIAL PLANNING PTY LTD | 2016-05-09 - 2016-08-18 | LIBERTAS FINANCIAL PLANNING PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-26 - 2016-05-09 | MALONEY'S FINANCIAL SERVICES PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2014-11-05 - 2015-02-27 | |
| 000258145 |
LINK ADVICE PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED |
2013-06-24 - 2014-07-30 | |
| 000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd |
2011-11-28 - 2013-05-16 | |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2010-05-17 - 2011-09-16 | |
| 000260520 | ONEPATH FINANCIAL PLANNING PTY LTD | 2006-09-20 - 2010-05-06 |
| Licence Name | GPS WEALTH LTD |
| Licence Number | 000254544 |
| Licence ABN | 17005482726 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LESLEY ANNE CROSS | Gps Wealth Ltd | Current | 2018-08-27 |
| PRISCILLA HARRIET STRELOW | Gps Wealth Ltd | Current | 2018-08-27 |
| KIM MOONEY | Gps Wealth Ltd | Current | 2018-08-13 |
| GAMBHIR WATTS | Gps Wealth Ltd | Current | 2018-08-13 |
| CLAIRE MARTIN | Gps Wealth Ltd | Current | 2018-08-10 |
| LEIGH VICTOR VELLA | Gps Wealth Ltd | Current | 2018-07-26 |
| JOHN PAUL EDWARDS | Gps Wealth Ltd | Current | 2018-07-26 |
| ANDREW JAMES HAYNES | Gps Wealth Ltd | Current | 2018-07-12 |
| MARK NOEL WORRALL | Gps Wealth Ltd | Current | 2018-07-10 |
| ALEXANDAR BOZINOVSKI | Gps Wealth Ltd | Current | 2018-07-02 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.