Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH MELBOURNE, VIC

Vuong Duong

9 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001255211

Vuong Duong is a financial adviser based in North Melbourne, Victoria, with 9 years of experience in the financial services industry. Vuong is currently authorised under Capstone Financial Planning Pty Ltd. Vuong holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Swinburne University. Vuong is a member of CPA Australia (CPA) and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Law in Global Business HBL111
Swinburne University of Technology
2006
Bachelor of Business (Accounting)
Swinburne University
2013
Certified Practising Accountant
CPA Australia
2013
Financial Risk Management
CPA Australia
2014
CTA2 Advanced
The Tax Instutute
2015
Accountant's SMSF Program
Kaplan Education
2017
Practice of Financial Planning
Integrity Education
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jun 2017 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Source: ASIC Financial Advisers Register