TAI THANH NGUYEN

Licensee: INTERPRAC FINANCIAL PLANNING PTY LTD

TAI THANH NGUYEN (Adviser# 000277924) 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 5, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name TAI THANH NGUYEN
Adviser Number 000277924
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000246638
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence ABN 14076093680
Licence Controlled By INTERPRAC LTD.
INTERPRAC PTY LTD [Date Ceased: 15/12/2017]
SEQUOIA FINANCIAL GROUP LTD
Adviser Start Date 2015-08-05
Appointing Representative Name INTERPRAC FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000246638
Appointing Representative ABN 14076093680
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
SMSF Association
Taxation Institute of Australia

Authorisations to provide financial product advice

  • TAI THANH NGUYEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Degree Accountancy - University of South Australia
CFP Certified Financial Planner - Financial Planning Association of Australia
Diploma Financial Planning - Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2015-08-05 - INTERPRAC FINANCIAL PLANNING PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-12-06 - 2015-08-04 GWM ADVISER SERVICES LIMITED
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2005-07-01 - 2011-12-13 FINANCIAL WEALTH ADVISERS PTY LTD

Licensee Information

Licence Name INTERPRAC FINANCIAL PLANNING PTY LTD
Licence Number 000246638
Licence ABN 14076093680

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TREANNA MARLENE MICHLIK Interprac Financial Planning Pty Ltd Current 2018-08-31
SHANE MICHAEL NEAVES Interprac Financial Planning Pty Ltd Current 2018-08-30
SARAH JANE HART Interprac Financial Planning Pty Ltd Current 2018-08-27
ALLISA POPE Interprac Financial Planning Pty Ltd Current 2018-08-27
PREETI MALINI SHARMA Interprac Financial Planning Pty Ltd Current 2018-08-27
KEN READ Interprac Financial Planning Pty Ltd Current 2018-08-24
BRODIE READ Interprac Financial Planning Pty Ltd Current 2018-08-24
PATRICK VALENTINE HENNESSY Interprac Financial Planning Pty Ltd Current 2018-08-23
PAUL LIONEL QUIEROS Interprac Financial Planning Pty Ltd Current 2018-08-18
GEOFFREY ALEXANDER ROGERS Interprac Financial Planning Pty Ltd Current 2018-08-15

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.