Financial Adviser · KENSINGTON, WA

Hoa Vinh Ta

12 Years experience

Tax advice
authorised

Currently at

Kensington, WA

View firm profile

ASIC Registered · ADV 000455322

Hoa Vinh Ta is a financial adviser based in Kensington, Western Australia, with 12 years of experience in the financial services industry. Hoa is currently authorised under Hvta Pty Ltd. Hoa 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 Macquarie University. Hoa is a member of CFP - Certified Financial Planner (FPA), Certified Independent Financial Advice Association Ltd (CIFAA), Financial Advice Association of Australia (FAAA) and LRS - Life Risk Specialist (FPA).

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

1999

Bachelor of Commerce

Macquarie University

2002

Diploma of Financial Planning

Financial Planning Association, Deakin University

2007

Self Managed Superannuation Funds

Tribeca Learning

2015

Life Risk Specialist

Financial Planning Association

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

Accredited Aged Care Professional Program

Aged Care Steps (ACS)

Registration History

Hvta Pty Ltd

Aug 2023 - Present Current

Charter Financial Planning Limited

Mar 2019 - Jun 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Primestock Securities Limited

Aug 2016 - Dec 2018 Ceased

Fitzpatricks Private Wealth Pty Ltd

Mar 2014 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register