Financial Adviser · ADELAIDE, SA

Thuy Hoang

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003465

Thuy Hoang is a financial adviser based in Adelaide, South Australia, with 17 years of experience in the financial services industry. Thuy is currently authorised under Industry Fund Services Limited. Thuy 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 Graduate Diploma of Financial Planning from Kaplan Professional. Thuy is a member of 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

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2022
TFAv1 Tax for Financial Advising
Kaplan Professional

Registration History

Dec 2024 - Present Current
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Sep 2022 - Oct 2024 Ceased
excluding Self Managed Superannuation Funds
Dec 2012 - May 2020 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register