Financial Adviser
· OAKLEIGH, VIC
Lan Anh Ha Nguyen
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001257259
Lan Anh Ha Nguyen is a financial adviser based in Oakleigh, Victoria, with 9 years of experience in the financial services industry. Lan is currently authorised under Lifespan Financial Planning Pty Ltd. Lan 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 The University of Melbourne. Lan is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
The University of Melbourne
2014
Certificate of Public Practice
The Institute of Chartered Accountants in Australia
2016
Diploma of Financial Planning
Integrity Education Group
2016
Diploma of Financial Services
Integrity Education Group
2025
Client Engagement Skills
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
EVERMORE MONEY MANAGEMENT PTY LTD
Unable to deal in derivatives
Source: ASIC Financial Advisers Register