Financial Adviser
· NIDDRIE, VIC
Mina Nguyen
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470688
Mina Nguyen is a financial adviser based in Niddrie, Victoria, with 12 years of experience in the financial services industry. Mina is currently authorised under Beryllium Advisers Pty Ltd. Mina 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.
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
2013
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2015
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2019
Margin Lending
Mentor Education
2019
SMSF
Mentor Education
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
UNITED GLOBAL CAPITAL PTY LTD
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register