Financial Adviser · PROSPECT, SA

Thu Anh Nguyen

19 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001003604

Thu Anh Nguyen is a financial adviser based in Prospect, South Australia, with 19 years of experience in the financial services industry. Thu is currently authorised under Matrix Planning Solutions Limited. Thu 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 Bachelor of Commerce from University of South Australia.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce

University of South Australia

2007

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2007

SMSF Adviser Education Program

Financial Essentials

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2025

Commercial Law Course

Kaplan Professional

Registration History

Matrix Planning Solutions Limited

Mar 2025 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Matrix Planning Solutions Limited

Jan 2020 - Jun 2021 Ceased

Commonwealth Financial Planning Limited

Jan 2017 - Dec 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Heritage And People's Choice Limited

Feb 2007 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register