Data sourced from ASIC Financial Advisers Register
Financial Adviser · ARNCLIFFE, NSW

Trang Kieu Nguyen

ARNCLIFFE, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001235157
Currently at
Rtax Smsf Professionals
Melbourne, VIC (firm address)
View firm profile

Trang Kieu Nguyen is a financial adviser based in Arncliffe, New South Wales, with 11 years of experience in the financial services industry since 2015. Trang is currently authorised under Capstone Financial Planning, operating through Rtax Smsf Professionals. Trang holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Trang's qualifications include a Bachelor of Commerce (Accounting and Operations Research) from University of Sydney. Trang is a member of CPA Australia (CPA) and Tax Practitioners Board - registered as Tax Agent.

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

1994
Commercial Transactions
University of Sydney
1997
Principles of Taxation Law
University of Sydney
1998
Bachelor of Commerce (Accounting and Operations Research)
University of Sydney
2001
Certified Practicing Accountants (CPA) Australia Program
CPA Australia
2005
Graduate Diploma in Advanced Taxation
University of New South Wales
2015
CPA
Professional Designations - CPA Australia
2015
Self-Managed Superannuation Funds
AAMC Training Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Capstone Financial Planning Pty Ltd
May 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
Jun 2018 - Apr 2026 Ceased
Climb Wealth Pty Ltd
Dec 2017 - Jun 2018 Ceased
Superannuation - Restricted to Accountable Super and Aura Managed Portfolios
GPS Wealth Ltd
Sep 2015 - Dec 2017 Ceased
Limited to Self-Managed Super Funds

Source: ASIC Financial Advisers Register