Financial Adviser · MELROSE PARK, NSW

Ba Thong Nguyen

MELROSE PARK, NSW
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005660
Currently at
Mona Vale, NSW (firm address)

Ba Thong Nguyen is a financial adviser based in Melrose Park, New South Wales, with 24 years of experience in the financial services industry since 2002. Ba is currently authorised under Fintegrity Wealth Advisers. Ba holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ba's qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Ba 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

1998
Bachelor of Biomedical Science
University of Technology Sydney
2003
Diploma of Financial Planning
Financial Planning Association of Australia / Deakin University
2006
Certified Financial Planner
Financial Planning Association (FPA)

Registration History

May 2022 - Present Current
Dec 2019 - Mar 2022 Ceased
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.
Jan 2012 - Nov 2019 Ceased
Jul 2011 - Jan 2012 Ceased
BMS WEALTH MANAGEMENT (NSW) PTY LIMITED
Aug 2008 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register