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  3. Toan Trinh Nguyen

Toan Trinh Nguyen

Name
Toan Trinh Nguyen
ID
442765
ABN
–
First Provided Advice
2001

Qualifications

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

  • 2003 - Bachelor of Arts - Bachelor Degree (AQF 7) - Monash University
  • 2009 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
  • 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
  • 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
  • 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
  • 2023 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association Limited

Memberships

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

  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Feb. 19, 2015
Ceased
Dec. 16, 2019
Status
Ceased
Licence Holder
Industry Fund Services Limited (#232514)
Commenced
May 2, 2022
Ceased
June 10, 2022
Status
Ceased
Licence Holder
Mufg Retire360 Pty Limited (#258145)
Commenced
Jan. 24, 2020
Ceased
April 29, 2022
Status
Current
Licence Holder
Synchron Advice Pty ltd (#243313)
Commenced
Nov. 22, 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
Apogee Financial Planning Pty Ltd (#230689)
Commenced
Oct. 12, 2018
Ceased
June 14, 2019
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
July 22, 2013
Ceased
Nov. 8, 2013
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
May 1, 2008
Ceased
Feb. 28, 2010