HUY HUY LUU (Adviser# 001001329) 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 October 10, 2014.
| Register Name | Financial Advisers |
| Adviser Name | HUY HUY LUU |
| Adviser Number | 001001329 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000461521 FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| Licence ABN | 73144969924 |
| Licence Controlled By | SALFAM PTY LTD |
| Adviser Start Date | 2014-10-10 |
| Appointing Representative Name | FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000461521 |
| Appointing Representative ABN | 73144969924 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Education |
| Bachelor of Business (Financial Planning) | RMIT University |
| Cavendish & ICFS Specialist SMSF Course | The University of Adelaide |
| Certified Financial Planner (CFP) | The Financial Planning Association of Australia |
| Margin Lending and Geared Investments | Kaplan Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000461521 |
FULCRUM WEALTH MANAGEMENT PTY LIMITED
Licence controlled by: SALFAM PTY LTD |
2014-10-10 - | FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| 000243313 | SYNCHRONISED BUSINESS SERVICES PTY LTD | 2014-04-01 - 2014-10-08 | HUY HUY LUU |
| 000234972 | LIPMAN BURGON AND PARTNERS PTY LIMITED | 2012-09-01 - 2014-03-31 |
| Licence Name | FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| Licence Number | 000461521 |
| Licence ABN | 73144969924 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEFFREY DAVID SALOMON | Fulcrum Wealth Management Pty Limited | Current | 2014-10-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEFFREY DAVID SALOMON | Fulcrum Wealth Management Pty Limited | Current | 2014-10-10 |
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| 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.