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