Paul Luu – Financial Adviser
Adviser identifying number: 1001992
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Licence number: 240769
Licensee’s ABN: 93002367839
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Authorised Representative identifying number: 240769
Authorised Representative’s ABN: 93002367839
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:
- 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
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Paul Luu is authorised to provide advices on following products:
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Superannuation