Data sourced from ASIC Financial Advisers Register
Financial Adviser · CABRAMATTA, NSW

Phong Toan Vu

CABRAMATTA, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000402305
Currently at
Wealth Habits
Melbourne, VIC (firm address)
View firm profile

Phong Toan Vu is a financial adviser based in Cabramatta, New South Wales, with 16 years of experience in the financial services industry since 2010. Phong is currently authorised under Interprac Financial Planning, operating through Wealth Habits. Phong holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phong's qualifications include a Master of Commerce from The University of Sydney. Phong is a member of Association of Independently Owned Financial Professionals (AIOFP), CPA Australia (CPA), Finance Brokers Association and Institute of Public Accountants (IPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1983
Bachelor of Economics
The University of Sydney
1986
Master of Commerce
The University of Sydney
2011
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2012
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2013
ASX Accredited Listed Product Adviser (ALPA) Program
Kaplan Education Pty Limited
2019
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Interprac Financial Planning Pty Ltd
Jul 2022 - Present Current
Interprac Financial Planning Pty Ltd
May 2019 - Dec 2021 Ceased
Interprac Financial Planning Pty Ltd
Feb 2015 - May 2019 Ceased
Akumin Financial Planning Pty Limited
Mar 2011 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register