Hoa Tran – Financial Adviser
Adviser identifying number: 436885
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: OMNIWEALTH SERVICES PTY LIMITED
Licence number: 309643
Licensee’s ABN: 57121845001
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
The date the Financial Adviser commenced the appointment: 08/04/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OMNIWEALTH SERVICES PTY LIMITED
Authorised Representative identifying number: 309643
Authorised Representative’s ABN: 57121845001
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma in Financial Planning – Kaplan Eduication Pty Ltd
- Bachelor of Commence (Economics) – University of Wollongong
- Diploma in Financial Planning – Kaplan Education Pty Ltd
- SMSF Specialist Accreditation – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Hoa Tran is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation