WILLIAM VUONG


Licensee: VICSUPER PTY LTD

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.

Adviser Overview

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.

Authorisations to provide financial product advice

  • WILLIAM VUONG
  • ·
  • Superannuation

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name VICSUPER PTY LTD
Licence Number 000237333
Licence ABN 69087619412

Financial advisers with the same licensee

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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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.