TRANG KIEU NGUYEN


Licensee: MERIT WEALTH PTY LTD

TRANG KIEU NGUYEN (Adviser# 001235157) 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 June 20, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name TRANG KIEU NGUYEN
Adviser Number 001235157
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000409361
MERIT WEALTH PTY LTD
Licence ABN 89125557002
Licence Controlled By EASTON INVESTMENTS LIMITED
Adviser Start Date 2018-06-20
Appointing Representative Name MERIT WEALTH PTY LTD
Appointing Representative Number 000409361
Appointing Representative ABN 89125557002
Memberships CPA Australia (CPA)
Tax Agent
Further Restrictions Financial Product advice is limited to SMSF - Product class advice on superannuation

Authorisations to provide financial product advice

  • TRANG KIEU NGUYEN
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Sydney
CPA Public Practitioner Public Practice Licence - CPA Australia
Certificate Self Managed Superannuation Funds AAMC
Certificate Superannuation AAMC
Post Graduate Advanced Diploma in Taxation University of New South Wales

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000409361 MERIT WEALTH PTY LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
Further restrictions: Financial Product advice is limited to SMSF - Product class advice on superannuation
2018-06-20 - MERIT WEALTH PTY LTD
000409424 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd
Further restrictions: Superannuation - Restricted to Accountable Super and Aura Managed Portfolios
2017-12-19 - 2018-06-19 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
000254544 GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
Further restrictions: Limited to Self-Managed Super Funds
2015-09-08 - 2017-12-18 GPS WEALTH LTD

Licensee Information

Licence Name MERIT WEALTH PTY LTD
Licence Number 000409361
Licence ABN 89125557002

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHARBEL CHIDIAC Merit Wealth Pty Ltd Current 2018-08-21
KELSEY LAWRENCE Merit Wealth Pty Ltd Current 2018-08-21
JUSTINE VORICH Merit Wealth Pty Ltd Current 2018-08-21
NOELIA CUSTODIO PINTO Merit Wealth Pty Ltd Current 2018-08-20
JOANNA KATE SCRIMA Merit Wealth Pty Ltd Current 2018-08-09
JAMES BALL Merit Wealth Pty Ltd Current 2018-08-06
ROHAN GEOFFREY GRIFFITHS Merit Wealth Pty Ltd Current 2018-07-30
WASALA MUDIYANSELAGE CHARITHA PRASANN WASALA Merit Wealth Pty Ltd Current 2018-07-30
DAVID JOHN SCOTT Merit Wealth Pty Ltd Current 2018-07-27
LILIAN FISHER Merit Wealth Pty Ltd Current 2018-07-27

Competitor

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Dataset Information


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.