Financial Adviser · PARRAMATTA, NSW

William Huynh

13 Years experience

Tax advice
authorised

Currently at

Mercer Financial Advice (Australia) Pty Ltd

Docklands, VIC

View firm profile

ASIC Registered · ADV 000439734

William Huynh is a financial adviser based in Parramatta, New South Wales, with 13 years of experience in the financial services industry. William is currently authorised under Mercer Financial Advice (Australia) Pty Ltd. William 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 Certified Financial Planner from FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Restrictions: Margin lending and general advice only in general insurance products.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Graduate Certificate in Applied Finance

Kaplan

2019

Certified Financial Planner

FAAA

2022

Master of Financial Planning

Kaplan

Registration History

Mercer Financial Advice (Australia) Pty Ltd

Sep 2013 - Present Current

Restrictions: Margin lending and general advice only in general insurance products.

GUARDIANFP PTY LIMITED

May 2013 - Sep 2013 Ceased

Source: ASIC Financial Advisers Register