Financial Adviser
· KINGSTON, ACT
Tuan Le
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000428896
Tuan Le is a financial adviser based in Kingston, Australian Capital Territory, with 23 years of experience in the financial services industry. Tuan is currently authorised under Financial Index Australia Pty Ltd. Tuan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Tuan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
Australian National University
2004
Diploma of Financial Planning
FPA/Deakin University
2007
Certified Financial Planner
Financial Planning Association (FPA)
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
SuperConcepts Specialist SMSF Course
SuperConcepts
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register