Tam Huynh

Name
Tam Huynh
ID
1245488
ABN
–
First Provided Advice
2016

Qualifications

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

  • 2012 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
  • 2012 - Business Law and Ethics - Other - Queensland University of Technology
  • 2015 - Master of Applied Finance - Masters Degree (AQF 9) - Monash University
  • 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
  • 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
  • 2021 - 5 unit CFP Certification Program - Other - Financial Advice Association of Australia Limited
  • 2021 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
Dec. 1, 2019
Ceased
June 3, 2022
Status
Ceased
Licence Holder
Financial Services Group Australia Pty Ltd (#225985)
Commenced
Sept. 5, 2023
Ceased
May 11, 2024
Status
Ceased
Licence Holder
Qinvest Limited (#238274)
Commenced
June 14, 2024
Ceased
June 26, 2025
Status
Ceased
Licence Holder
Unisuper Management Pty. Ltd. (#235907)
Commenced
June 6, 2022
Ceased
Aug. 10, 2023
Status
Current
Licence Holder
Art Financial Advice Pty ltd (#227867)
Commenced
June 18, 2025

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
Aware Financial Services Australia Limited (#238430)
Commenced
July 2, 2018
Ceased
Nov. 29, 2019
Status
Ceased
Licence Holder
First State Super Financial Services Pty Ltd (#240019)
Commenced
May 17, 2017
Ceased
June 29, 2018
Status
Ceased
Licence Holder
Mufg Retire360 Pty Limited (#258145)
Commenced
July 18, 2016
Ceased
April 13, 2017