Financial Adviser
· CABRAMATTA, NSW
Phong Toan Vu
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000402305
Phong Toan Vu is a financial adviser based in Cabramatta, New South Wales, with 16 years of experience in the financial services industry. Phong is currently authorised under Interprac Financial Planning Pty Ltd. Phong 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 Master of Commerce from The University of Sydney. Phong is a member of Association of Independently Owned Financial Professionals (AIOFP), CPA Australia (CPA), Finance Brokers Association and Institute of Public Accountants (IPA).
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
1983
Bachelor of Economics
The University of Sydney
1986
Master of Commerce
The University of Sydney
2011
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2012
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2013
ASX Accredited Listed Product Adviser (ALPA) Program
Kaplan Education Pty Limited
2019
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited