TOAN TRINH NGUYEN
Financial Adviser · Essendon, VIC
📚 Qualifications & Training
2003 - Bachelor of Arts - Bachelor Degree (AQF 7) - Monash University
2009 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
2023 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association Limited
🏢 Professional Memberships
SMSF Association
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.