Judy Lu – Financial Adviser

Adviser identifying number: 1002122
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: UNISUPER MANAGEMENT PTY. LTD.
Licence number: 235907
Licensee’s ABN: 91006961799
Licence controlled by: UNISUPER LIMITED

The date the Financial Adviser commenced the appointment: 17/05/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNISUPER MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 235907
Authorised Representative’s ABN: 91006961799

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:

Relevant qualifications and training:

• Certified Financial Planner – Financial Planning Association (FPA)
• Diploma of Business Studies – Banking and Finance – TAFE NSW
• Diploma of Financial Planning – Financial Planning Association (FPA)
• Graduate Diploma of Applied Finance and Investment – FINSIA
• Masters of Applied Finance – KAPLAN

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Judy Lu is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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