Financial Adviser · PERTH, WA

Dau Anh Pham

PERTH, WA

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000326026

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

Dau Anh Pham is a financial adviser based in Perth, Western Australia, with 17 years of experience in the financial services industry since 2009. Dau is currently authorised under Synchron Advice. Dau holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dau's qualifications include a Bachelor of Science from Curtin University of Technology. Dau is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation authorisation excludes Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Science

Curtin University of Technology

2008

Diploma of Financial Services (Financial Planning)

AAMC Training Group

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Aug 2020 - Present Current

Superannuation authorisation excludes Self-Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Dec 2010 - Aug 2020 Ceased

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