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