Financial Adviser
· NEW LAMBTON, NSW
Phuong Hoang Kim Phan
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312233
Phuong Hoang Kim Phan is a financial adviser based in New Lambton, New South Wales, with 1 year of experience in the financial services industry. Phuong is currently authorised under Fiducian Financial Services Pty Ltd. Phuong 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 Bachelor of Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Not authorised to provide advice on Self Managed Super Funds.
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce
University of Newcastle
2024
Graduate Diploma of Financial Planning
KAPLAN
Registration History
Not authorised to provide advice on Self Managed Super Funds.
Source: ASIC Financial Advisers Register