Yu-chun Lu – Financial Adviser

Adviser identifying number: 1244536
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 04/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

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:

• ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds – Financial Education Professionals
• Bachelor of Science – The University of Sydney
• Diploma of Finance & Mortgage Broking Management – AAMC
• Diploma of eBusiness Support – Spherion
• Master of Accounting – Macquarie University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Yu-chun Lu is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation