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Dan Luu

Core Strategies Financial Planning

Gold
21 Yrs Experience
Heidelberg, VIC 3084

Dan has over 20 years of experience working as a financial adviser for major banking institutions. He is now a Practice Principle with an industry award winning Australian Financial Services Licensee, Lifespan Financial Planning. He has additional experience working as a stockbroker with TD Waterhouse Investor Services as well as several years of experience in Business Banking and Retail lending services. He is also a registered tax adviser with the Tax Practioner's Board and a member of the Financial Advice Association of Australia (FAAA). He holds a Graduate Diploma of Financial Planning (Kaplan Professional, 2023).

Dan understands the importance of achieving your financial stability and independence. His focus is understanding your individual goals and providing sound, dependable advice that is explained in simple plain language. Contact him to leverage off his extensive experience and knowledge to assist you to financially reach and maintain your desired lifestyle needs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Core Strategies Financial Planning

Suite 7, Level 1, 486 Heidelberg Rd
Heidelberg, VIC 3084

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892