LAN ANH HA NGUYEN
Financial Adviser · Mentone, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2014 - Certificate of Public Practice - Certificate (AQF 1-4) - The Institute of Chartered Accountants in Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2016 - Diploma of Financial Services - Diploma (AQF 5) - Integrity Education Group
2025 - Client Engagement Skills - Other - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Tax Practitioners Board
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.