Simon Ka Lung Wu – Financial Adviser

Adviser identifying number: 255786
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145

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:

• Bachelor of Arts – Macquarie University
• Bachelor of Legal Studies – Macquarie University
• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA
• Master of Business Administration – University of Sydney

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Simon Ka Lung Wu is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Margin Lending Facility / Standard Margin Lending Facility