Financial Adviser
· MELBOURNE, VIC
Toan Trinh Nguyen
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000442765
Toan Trinh Nguyen is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Toan is currently authorised under Synchron Advice Pty Ltd. Toan 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 Arts from Monash University. Toan is a member of SMSF Association.
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
2003
Bachelor of Arts
Monash University
2009
Diploma Financial Services (Financial Planning)
ThreeSixty
2019
Advanced Diploma of Financial Planning
Mentor Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2023
SMSF Specialist Advisor (SSA)
SMSF Association Limited
Registration History
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: Limited (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register