Tan Minh Pham – Financial Adviser

Adviser identifying number: 250599
Status: Current
Adviser’s ABN: 50452384498
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: HNW PLANNING PTY LTD
Licence number: 225216
Licensee’s ABN: 42083745055
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED

The date the Financial Adviser commenced the appointment: 08/06/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HNW PLANNING PTY LTD
Authorised Representative identifying number: 225216
Authorised Representative’s ABN: 42083745055

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:

• Accredited Listed Products Adviser Program – Kaplan Professional Education
• Adv. Dip of Fin Serv. (Superannuation) – ASFA & Macquarie University
• Bachelor of Business (Accounting) – Monash University
• Foundation DFP – FPA & Deakin University

Relevant memberships of professional bodies or industry associations: The Tax Institute

Tan Minh Pham 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
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services