Son Tra Nguyen – Financial Adviser

Adviser identifying number: 473305
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TRIO FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 473304
Authorised Representative’s ABN: 36602798336

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:

  • Bachelor of Accounting – Central Queensland University
  • Bachelor of Business Administration (Marketing & Economics) – Central Queensland University
  • Master of Commerce (Financial Planning) – University of Western Sydney
  • Self Managed Superannuation Funds – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • National Tax and Accountants Association (NTAA)

Son Tra Nguyen is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / MDA Services
  • Superannuation
  • All Securities