VUONG DUONG

Financial Adviser · North Melbourne, VIC

Registered

Registration Number

001255211

Registration Status

Registered

Location

North Melbourne, VIC 3051

Providing Advice Since

2017

Registration Date

01/06/2017

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2005 - Law in Global Business HBL111 - Other - Swinburne University of Technology
2006 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University
2013 - Certified Practising Accountant - Professional Designations - CPA Australia
2013 - Financial Risk Management - Other - CPA Australia
2014 - CTA2 Advanced - Other - The Tax Instutute
2015 - Accountant's SMSF Program - Other - Kaplan Education
2017 - Practice of Financial Planning - Other - Integrity Education
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 Professional Memberships

CPA Australia (CPA)
The Tax Institute

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.