Financial Adviser · WARNERS BAY, NSW

Phuong Hoang Kim Phan

WARNERS BAY, NSW

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001312233

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Phuong Hoang Kim Phan

Phuong Hoang Kim Phan is a financial adviser based in Warners Bay, New South Wales, with 1 year of experience in the financial services industry since 2025. Phuong is currently authorised under Akumin Financial Planning. Phuong holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phuong's qualifications include a Bachelor of Commerce (Accounting & Finance) from University of Newcastle.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Accounting & Finance)

University of Newcastle

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Fiducian Financial Services Pty Ltd

Sep 2024 - Jul 2026 Ceased

Not authorised to provide advice on Self Managed Super Funds.

Source: ASIC Financial Advisers Register