Financial Adviser · CHATSWOOD, NSW

Yu-chun Lu

CHATSWOOD, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001244536

Currently at

Ycl Financial Services

Melbourne, VIC (firm address)

View firm profile

Yu-chun Lu is a financial adviser based in Chatswood, New South Wales, with 10 years of experience in the financial services industry since 2016. Yu-chun is currently authorised under Capstone Financial Planning, operating through Ycl Financial Services. Yu-chun holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Yu-chun's qualifications include a Master of Accounting from Macquarie University. Yu-chun is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

2003

ACCG851 Business Law

Macquarie University

2003

ACCG857 Taxation Law

Macquarie University

2006

Certified Practicing Accountants (CPA) Australia Program

CPA Australia

2007

Master of Accounting

Macquarie University

2015

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

2016

Self-Managed Superannuation Funds

Financial Education Professionals

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Capstone Financial Planning Pty Ltd

Jun 2026 - Present Current

Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Merit Wealth Pty Ltd

Jul 2016 - May 2026 Ceased

Source: ASIC Financial Advisers Register