PAUL LUU


Licensee: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

PAUL LUU (Adviser# 001001992) 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 4, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL LUU
Adviser Number 001001992
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000240769
WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Licence ABN 93002367839
Adviser Start Date 2016-04-04
Appointing Representative Name WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Appointing Representative Number 000240769
Appointing Representative ABN 93002367839
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL LUU
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan
Bachelor of Commerce (Applied Finance & Actuarial Studies) Macquarie University
Diploma of Financial Services (Financial Planning) Tribeca
Taxation Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240769 WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD 2016-04-04 - WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
000243253 FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED
2011-06-01 - 2016-03-31 FINDEX ADVICE SERVICES PTY LTD
000239183 AON HEWITT FINANCIAL ADVICE LIMITED 2005-05-27 - 2011-05-31 PAUL LUU

Licensee Information

Licence Name WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Licence Number 000240769
Licence ABN 93002367839

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL FERLAUTO William Buck Wealth Advisors (nsw) Pty Ltd Current 2017-04-10
RICARDO POLETTI William Buck Wealth Advisors (nsw) Pty Ltd Current 2017-02-16
CHARIS LIEW William Buck Wealth Advisors (nsw) Pty Ltd Current 2017-02-01
AMY EARLY William Buck Wealth Advisors (nsw) Pty Ltd Current 2016-05-16
SCOTT GIRDLESTONE William Buck Wealth Advisors (nsw) Pty Ltd Current 2009-12-08
FAUSTO PASTRO William Buck Wealth Advisors (nsw) Pty Ltd Current 2003-11-18

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL FERLAUTO William Buck Wealth Advisors (nsw) Pty Ltd Current 2017-04-10
RICARDO POLETTI William Buck Wealth Advisors (nsw) Pty Ltd Current 2017-02-16
CHARIS LIEW William Buck Wealth Advisors (nsw) Pty Ltd Current 2017-02-01
AMY EARLY William Buck Wealth Advisors (nsw) Pty Ltd Current 2016-05-16
SCOTT GIRDLESTONE William Buck Wealth Advisors (nsw) Pty Ltd Current 2009-12-08
FAUSTO PASTRO William Buck Wealth Advisors (nsw) Pty Ltd Current 2003-11-18

Competitor

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Dataset Information


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.