WILLIAM VUONG (Adviser# 000342768) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 13, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WILLIAM VUONG |
| Adviser Number | 000342768 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 48347058488 |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000237333 VICSUPER PTY LTD |
| Licence ABN | 69087619412 |
| Adviser Start Date | 2018-08-13 |
| Appointing Representative Name | VICSUPER PTY LTD |
| Appointing Representative Number | 000237333 |
| Appointing Representative ABN | 69087619412 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) SMSF Association SMSF Association |
| Further Restrictions | VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Accredited Aged Care Professional | Aged Care Steps |
| Bachelor of Commerce (Honours) | University of Melbourne |
| Bachelor of Commerce (Honours) | University of Melbourne |
| CFP | Financial Planning Association of Australia (FPA) |
| CFP | Financial Planning Association of Australia (FPA) |
| Graduate Diploma of Financial Planning | FINSIA |
| Graduate Diploma of Financial Planning | FINSIA |
| Professional Certificate in Self-Managed Superannuation Funds | University of Adelaide |
| Professional Certificate in Self-Managed Superannuation Funds | University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237333 |
VICSUPER PTY LTD
Further restrictions: VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters. |
2018-08-13 - | VICSUPER PTY LTD |
| 000420367 |
GUIDEWAY FINANCIAL SERVICES PTY LTD
Further restrictions: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised. |
2018-05-04 - | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| 000469418 | WH CAPITAL PTY LTD | 2016-09-19 - 2017-12-22 | WARR HUNT PTY LTD |
| 000229242 |
INNATE WEALTH PTY LTD
Licence controlled by: INNATE FINANCIAL SERVICES GROUP PTY LTD |
2009-11-18 - 2016-02-26 | INNATE WEALTH PTY LTD |
| Licence Name | VICSUPER PTY LTD |
| Licence Number | 000237333 |
| Licence ABN | 69087619412 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARTIN SOUTHCOMBE | Vicsuper Pty Ltd | Current | 2018-07-19 |
| ADAM JAMES MIDDLEMIS | Vicsuper Pty Ltd | Current | 2018-06-07 |
| DAVID NAGLE | Vicsuper Pty Ltd | Current | 2018-06-05 |
| REBECCA PAULA CHEEVERS | Vicsuper Pty Ltd | Current | 2018-03-01 |
| SHARON SHEEHAN | Vicsuper Pty Ltd | Ceased | 2017-07-07 |
| PAUL ASSELMAN | Vicsuper Pty Ltd | Current | 2016-09-02 |
| NICK GOEL | Vicsuper Pty Ltd | Current | 2016-07-18 |
| MELISSA FOSTER | Vicsuper Pty Ltd | Current | 2016-03-30 |
| BIANCA ABELA | Vicsuper Pty Ltd | Current | 2015-07-14 |
| STEPHEN CHAINEY | Vicsuper Pty Ltd | Ceased | 2015-02-13 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.