HOA VINH TA
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association, Deakin University
2007 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Tribeca Learning
2015 - Life Risk Specialist - Professional Designations - Financial Planning Association
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps (ACS)
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Certified Independent Financial Advice Association Ltd (CIFAA)
Financial Advice Association of Australia (FAAA)
LRS - Life Risk Specialist (FPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.