Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH MELBOURNE, VIC

Tao Hsu

SOUTH MELBOURNE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001268690
Currently at
Cutcher & Neale Investment Services
Newcastle West, NSW (firm address)
View firm profile

About Tao Hsu

Tao Hsu is a financial adviser based in South Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Tao is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Investment Services. Tao holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tao's qualifications include a CFP Certification Program from Financial Advice Association of Australia Limited. Tao is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2016
Advanced Diploma of Financial Planning
Mentor Education
2017
Commercial law for tax (financial) advisers AETACL
Applied Education (Education IT Solutions Pty Ltd)
2017
Taxation law for tax (financial) advisers AETLFA
Applied Education (Education IT Solutions Pty Ltd)
2018
Margin Lending Adviser (Personal Advice)
Mentor Education
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education Australia
2019
CFP Certification Program
Financial Advice Association of Australia Limited
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2024
SMSF Specialist Advisor Program
SMSF Association Ltd

Registration History

Cutcher & Neale Financial Services Pty Ltd
Aug 2025 - Present Current
Bbb Financial Services Pty Ltd
Jan 2024 - Jun 2026 Ceased
Patterson Family Trust & The Bye Investment Trust & Trustee Hickey Family Trust & Trustee McCann Wealth Trust & Trustee J&j Recupero Wealth Trust & Trustee Klt Wealth Trust
Apr 2023 - Feb 2024 Ceased
Prosolution Group Pty Ltd
Jan 2023 - Mar 2023 Ceased
Viridian Advisory Pty Ltd
Sep 2021 - Dec 2022 Ceased
Doquile Perrett Meade Financial Services Ltd
Oct 2018 - Sep 2021 Ceased

Source: ASIC Financial Advisers Register