Phong Vu Financial Planner Report

Name:
Phong Toan Vu

Rep Number:
000402305

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2015-02-19 onwards

Location:
Cabramatta, Sydney, NSW, 2166

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
ASX Accredited Listed Product Adviser
University of Sydney
Bachelor of Economics (Accounting)
University of Sydney
Master of Commerce
Kaplan Professional
RG146 Diploma of Financial Services
Kaplan Professional
Superannuation & Retirement Planning

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Finance Brokers Association
Institute of Public Accountants (IPA)