Financial Adviser
· EIGHT MILE PLAINS, QLD
Winnie Pham
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279105
Winnie Pham is a financial adviser based in Eight Mile Plains, Queensland, with 22 years of experience in the financial services industry. Winnie is currently authorised under Quill Group Financial Planners Pty Ltd. Winnie 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 CFP Certification Program from Financial Planning Association of Australia. Winnie is a member of CPA Australia (CPA) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
CPA Program
CPA Australia
2008
CFP Certification Program
Financial Planning Association of Australia
2011
DPML Margin Lending
Pinnacle Financial Services Academy
Registration History
Source: ASIC Financial Advisers Register