Mina Nguyen

Name
Mina Nguyen
ID
470688
ABN
First Provided Advice
2014
Restrictions
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2013 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
  • 2015 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
  • 2019 - Margin Lending - Other - Mentor Education
  • 2019 - SMSF - Other - Mentor Education
  • 2021 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Proffessional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
April 14, 2022
Ceased
Aug. 2, 2022
Status
Ceased
Licence Holder
United Global Capital Pty Ltd (#496179)
Commenced
May 4, 2020
Ceased
Oct. 28, 2021
Status
Current
Licence Holder
Beryllium Advisers Pty ltd (#528250)
Commenced
Aug. 3, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
July 5, 2016
Ceased
Feb. 24, 2017
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Jan. 13, 2014
Ceased
Jan. 9, 2015
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Dec. 22, 2014
Ceased
July 4, 2016
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
March 27, 2017
Ceased
Dec. 14, 2018