HOAI VINH LAM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Sydney
2006 - Certified Practising Accountant (CPA) - Professional Designations - Certified Public Accountants of Australia Pty Ltd
2012 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
CPA Australia (CPA)
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.