Chao Hong Lu
OUTLIER PRIVATE PTY LTD · Sydney NSW 2000 · Advising since 2006
- Register · ASICRegisteredAs at 15 Oct 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile · Claim →
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000468216
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- OUTLIER PRIVATE PTY LTD · AFSL 700089Since 23 September 2026FIRESTONE FINANCIAL SERVICES PTY LTD · AFSL 517950Since 9 September 2024
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2006
- Can provide tax (financial) advice
- No
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTSep 2026 – presentOUTLIER PRIVATE PTY LTD · AFSL 700089
- CURRENTSep 2024 – presentFIRESTONE FINANCIAL SERVICES PTY LTD · AFSL 517950
- CEASEDApr 2021 – Dec 2021FIRESTONE FINANCIAL SERVICES PTY LTD · AFSL 517950
- CEASEDJun 2019 – Apr 2021AVALONFS PTY LTD · AFSL 437518
- CEASEDApr 2017 – Mar 2019GPS WEALTH LTD · AFSL 254544Through authorised representative ELEMENTARY WEALTH PTY LTD (no. 001253430)
- CEASEDAug 2016 – Feb 2017MALONEY'S FINANCIAL SERVICES PTY LTD · AFSL 487886
- CEASEDMay 2016 – Aug 2016LIBERTAS FINANCIAL PLANNING PTY LTD · AFSL 429718
- CEASEDMar 2015 – May 2016ACN 130 288 578 PTY LTD · AFSL 326450Through authorised representative MALONEY'S FINANCIAL SERVICES PTY LTD (no. 000243099)
- CEASEDNov 2014 – Feb 2015AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJun 2013 – Jul 2014MUFG RETIRE360 PTY LIMITED · AFSL 258145
- CEASEDNov 2011 – May 2013MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD · AFSL 411766
- CEASEDMay 2010 – Sep 2011NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
- CEASEDSep 2006 – May 2010ONEPATH FINANCIAL PLANNING PTY LTD · AFSL 260520
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Financial Adviser Exam
ACER (ASIC) · 2024 · Professional Designations
Regulation of Australian Financial Services
Financial Education Professionals · 2020 · Certificate (AQF 1-4)
Accredited Aged Care Professional
Aged Care Steps (ASC) Pty Ltd · 2018 · Professional Designations
Caverndish & ICFS Specialist SMSF Course
University of Adelaide · 2011 · Certificate (AQF 1-4)
Bachelor of Science
University Technology Sydney · 2006 · Bachelor Degree (AQF 7)
Self Managed Super Fund Course
Kaplan · 2006 · Professional Designations
Diploma of Financial Services (Financial Planning)
Kaplan · 2005 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Kaplan · 2003 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Chao Hong Lu claims the profile.
Reviews
Not yet reviewed
No client has reviewed Chao Hong Lu on Souffle yet.
Contacting Chao Hong Lu
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
OUTLIER PRIVATE PTY LTD · AFSL 700089
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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