William Vuong – Financial Adviser
Adviser identifying number: 342768
Status: Current
Adviser’s ABN: 48347058488
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: WH CAPITAL PTY LTD
Licence number: 469418
Licensee’s ABN: 53601966974
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WARR HUNT PTY LTD
Authorised Representative identifying number: 243091
Authorised Representative’s ABN: 86077994328
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 Commerce (Honours) – University of Melbourne
- CFP – Financial Planning Association of Australia (FPA)
- Graduate Diploma of Financial Planning – FINSIA
- Professional Certificate in Self-Managed Superannuation Funds – University of Adelaide
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
William Vuong 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