UNG QUYEN QUACH


Licensee: FITZPATRICKS PRIVATE WEALTH PTY LTD

UNG QUYEN QUACH (Adviser# 001266233) 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 July 24, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name UNG QUYEN QUACH
Adviser Number 001266233
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000247429
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence ABN 33093667595
Licence Controlled By FTZ TOPCO PTY LTD
ftz holdco pty ltd
ftz mezzco pty ltd
yorkway (victoria) bidco pty ltd
Adviser Start Date 2018-07-24
Appointing Representative Name FITZPATRICKS PRIVATE WEALTH PTY LTD
Appointing Representative Number 000247429
Appointing Representative ABN 33093667595
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • UNG QUYEN QUACH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Advance Diploma of Financial Services (Financial Planning) Kaplan Professional
Bachelor of Business University of Technology, Sydney
Diploma of Financial Services (Financial Planning) Kaplan Professional (formerly Tribeca)
Margin Lending and Geared Investments Kaplan Professional
Self Managed Superannuation Fund Adviser Education Program Financial Essentials

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd
2018-07-24 - FITZPATRICKS PRIVATE WEALTH PTY LTD

Licensee Information

Licence Name FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence Number 000247429
Licence ABN 33093667595

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN JAMES BOUFFLER Fitzpatricks Private Wealth Pty Ltd Current 2018-07-18
HELEN RUSSO Fitzpatricks Private Wealth Pty Ltd Current 2018-07-01
AYNSLEY JANE JURSON Fitzpatricks Private Wealth Pty Ltd Current 2018-07-01
ANDREW WILLIAM BUTTERELL Fitzpatricks Private Wealth Pty Ltd Current 2018-06-26
BOBBE-LEE DUNCOMBE Fitzpatricks Private Wealth Pty Ltd Current 2018-06-20
BENJAMIN CARLTON RICHARDS Fitzpatricks Private Wealth Pty Ltd Current 2018-06-09
JUSTIN BRUCE CLYNES Fitzpatricks Private Wealth Pty Ltd Current 2018-06-09
BRETT STANLEY ELLIS Fitzpatricks Private Wealth Pty Ltd Current 2018-05-08
IAN DONALD GIBSON Fitzpatricks Private Wealth Pty Ltd Current 2018-04-10
ADAM RAYMOND ORDELMAN Fitzpatricks Private Wealth Pty Ltd Current 2018-01-22

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.