Financial Adviser · ADELAIDE, SA

Bach Pham

ADELAIDE, SA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006499

Currently at

The Advice Exchange

South Yarra, VIC (firm address)

View firm profile

About Bach Pham

Bach Pham is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry since 2015. Bach is currently authorised under The Advice Exchange. Bach holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bach's qualifications include a Master of Financial Planning from KAPLAN.

Authorised to Advise On

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

Restrictions: Excludes the ability to provide advice on Margin Lending, Securities and Credit Services (as it relates to Financial Planning).

Authorised to provide tax financial advice services

Qualifications and Training

2014

Advanced Diploma in Financial Planning

Kaplan

2019

Self Managed Superannuation Funds

Integrity Education Group

2020

Graduate Diploma of Financial Planning

Kaplan Professional

2024

Master of Financial Planning

KAPLAN

Registration History

The Advice Exchange Pty Ltd

Jul 2018 - Present Current

Excludes the ability to provide advice on Margin Lending, Securities and Credit Services (as it relates to Financial Planning).

Industry Fund Services Limited

Feb 2015 - Jan 2018 Ceased

Source: ASIC Financial Advisers Register