Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH PERTH, WA

Phuong Thao Vy Nguyen

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001251305

Phuong Thao Vy Nguyen is a financial adviser based in South Perth, Western Australia, with 9 years of experience in the financial services industry. Phuong is currently authorised under Akumin Financial Planning Pty Limited. Phuong 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 Master of Financial Planning from Griffith University. Phuong 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 Derivatives Deposit Products Government Bonds

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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Business
Swinburne University of Technology
2016
Diploma of Financial Planning
Monarch Institute
2022
Master of Financial Planning
Griffith University

Registration History

Akumin Financial Planning Pty Limited
Aug 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jan 2017 - Jun 2017 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