HOAI VINH LAM (Adviser# 001238476) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | HOAI VINH LAM |
| Adviser Number | 001238476 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 78345668307 |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000464629 INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Licence ABN | 61601365904 |
| Adviser Start Date | 2018-06-01 |
| Appointing Representative Name | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Appointing Representative Number | 000464629 |
| Appointing Representative ABN | 61601365904 |
| Memberships |
CPA Australia (CPA) Independent Financial Advisers Association of Australia (IFAAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Accounting & Finance) | University of Sydney |
| CPA Australia | CPA Australia |
| Diploma of Financial Planning | Kaplan Professional |
| Master of Applied Finance | Macquarie University |
| Securities and Managed Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000464629 | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD | 2018-06-01 - | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2016-11-01 - 2018-06-01 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
2016-08-24 - 2016-09-14 | FINANCIAL WISDOM LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2016-01-13 - 2016-06-21 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Licence Number | 000464629 |
| Licence ABN | 61601365904 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SEAN DWYER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-06 |
| BERIVAN DUBIER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-06 |
| AARON CROSTHWAITE | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-05 |
| CHRISTOPHER DENNIS YOUNG | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-03 |
| BROOK LOGAN | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-03 |
| DAVID HARPER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-02 |
| PHILIP ALLEN HARVEY | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-02 |
| JANE MARIA CLARK | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-29 |
| KATIE WHIFFEN | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-29 |
| DANIEL MCGREGOR | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-26 |
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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.