Huy Huy Luu – Financial Adviser

Adviser identifying number: 1001329
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: FULCRUM WEALTH MANAGEMENT PTY LIMITED
Licence number: 461521
Licensee’s ABN: 73144969924
Licence controlled by: SALFAM PTY LTD

The date the Financial Adviser commenced the appointment: 10/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FULCRUM WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 461521
Authorised Representative’s ABN: 73144969924

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

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Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Tax Practitioners Board

Huy Huy Luu is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Life Products / Investment Life Insurance Products
Life Products / Life Risk Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility