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