HOA TRAN (Adviser# 000436885) 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 April 8, 2013.
| Register Name | Financial Advisers |
| Adviser Name | HOA TRAN |
| Adviser Number | 000436885 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000309643 OMNIWEALTH SERVICES PTY LIMITED |
| Licence ABN | 57121845001 |
| Licence Controlled By | AMG CAPITAL MANAGEMENT PTY LIMITED |
| Adviser Start Date | 2013-04-08 |
| Appointing Representative Name | OMNIWEALTH SERVICES PTY LIMITED |
| Appointing Representative Number | 000309643 |
| Appointing Representative ABN | 57121845001 |
| Memberships |
SMSF Association Tax Practitioners Board (TPB) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional |
| Bachelor of Commence (Economics) | University of Wollongong |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000309643 |
OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED |
2013-04-08 - | OMNIWEALTH SERVICES PTY LIMITED |
| Licence Name | OMNIWEALTH SERVICES PTY LIMITED |
| Licence Number | 000309643 |
| Licence ABN | 57121845001 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| VIET THAI DAO | Omniwealth Services Pty Limited | Current | 2018-02-02 |
| STEVEN KORNER | Omniwealth Services Pty Limited | Current | 2017-09-01 |
| DUNCAN BARBER | Omniwealth Services Pty Limited | Ceased | 2017-01-09 |
| ANDREW EDWARD ZBIK | Omniwealth Services Pty Limited | Current | 2015-10-24 |
| MARIA ELIZABETH DYSON | Omniwealth Services Pty Limited | Current | 2015-10-23 |
| ASHLEY MCSWEYN | Omniwealth Services Pty Limited | Ceased | 2015-10-23 |
| HOANG THIEN NHAT NGUYEN | Omniwealth Services Pty Limited | Ceased | 2015-09-11 |
| MARIE ELLEN RICHARDSON | Omniwealth Services Pty Limited | Ceased | 2013-09-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| VIET THAI DAO | Omniwealth Services Pty Limited | Current | 2018-02-02 |
| STEVEN KORNER | Omniwealth Services Pty Limited | Current | 2017-09-01 |
| DUNCAN BARBER | Omniwealth Services Pty Limited | Ceased | 2017-01-09 |
| ANDREW EDWARD ZBIK | Omniwealth Services Pty Limited | Current | 2015-10-24 |
| MARIA ELIZABETH DYSON | Omniwealth Services Pty Limited | Current | 2015-10-23 |
| ASHLEY MCSWEYN | Omniwealth Services Pty Limited | Ceased | 2015-10-23 |
| HOANG THIEN NHAT NGUYEN | Omniwealth Services Pty Limited | Ceased | 2015-09-11 |
| MARIE ELLEN RICHARDSON | Omniwealth Services Pty Limited | Ceased | 2013-09-12 |
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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.