Financial Adviser
· NORTH SYDNEY, NSW
Viet Thai Dao
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261685
About Viet Thai Dao
Viet Thai Dao is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Viet is currently authorised under Zurich Assure Australia. Viet holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Viet's qualifications include a Certified Financial Planner from Financial Planning Association. Viet is a member of Certified Financial Planner (FAAA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Accounting and Finance)
Australian National University
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced diploma in financial planning
Kaplan Professional
2019
Certified Financial Planner
Financial Planning Association
2020
Ethics and professionalism in financial advice
Ethics - Kaplan Professional
Registration History
OMNIWEALTH SERVICES PTY LIMITED
Not authorised to provide margin lending or SMSF advice.
Source: ASIC Financial Advisers Register