Anthony Trieu Nhat Le
Financial Adviser in Parramatta, New South Wales, Australia
Review Anthony Trieu Nhat Le
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000343481
- Location
- Parramatta NSW 2150
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 11 February 2022
- First provided advice
- 2009
- Qualifications
- B Applied Finance, Macquarie University (2004); Dip Financial Planning, International Institute of Technology (2009); M Commerce (Financial Planning), University of Western Sydney (2012); Accredited Listed Product Adviser Program, Kaplan (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation authorisation excludes SMSF's
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Trieu Nhat Le
Anthony Trieu Nhat Le is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Parramatta, New South Wales (adviser number 000343481).
The licensee Anthony advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 11 February 2022.
The register records 2009 as the year Anthony first provided financial advice. The qualifications listed for Anthony include B Applied Finance (Macquarie University, 2004), Dip Financial Planning (International Institute of Technology, 2009) and M Commerce (Financial Planning) (University of Western Sydney, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation authorisation excludes SMSF’s.”
Reviews
Nobody has reviewed Anthony Trieu Nhat Le here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Anthony Trieu Nhat Le a registered financial adviser?
Yes. Anthony Trieu Nhat Le is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343481.
Which licensee does Anthony Trieu Nhat Le work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Anthony Trieu Nhat Le give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation authorisation excludes SMSF's."