Bach Pham
Financial Adviser in Adelaide, South Australia, Australia
Review Bach Pham
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 number001006499
- Location
- Adelaide SA 5000
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 30 July 2018
- First provided advice
- 2015
- Qualifications
- Advanced Diploma in Financial Planning, Kaplan (2014); Self Managed Superannuation Funds, Integrity Education Group (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2020); Master of Financial Planning, KAPLAN (2024)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excludes the ability to provide advice on Margin Lending, Securities and Credit Services (as it relates to Financial Planning).
- Tax (financial) advice
- Yes
- Register status
- Current
About Bach Pham
On the Financial Advisers Register kept by ASIC, Bach Pham appears as a current financial adviser in Adelaide, South Australia, adviser number 001006499.
The licensee Bach advises under is The Advice Exchange Pty Ltd (AFS licence 278937). The current authorisation started on 30 July 2018.
According to the register, Bach first provided financial advice in 2015. The qualifications listed for Bach include Advanced Diploma in Financial Planning (Kaplan, 2014), Self Managed Superannuation Funds (Integrity Education Group, 2019) and Graduate Diploma of Financial Planning (Kaplan Professional, 2020).
Bach is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excludes the ability to provide advice on Margin Lending, Securities and Credit Services (as it relates to Financial Planning).”
Reviews
Nobody has reviewed Bach Pham here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Bach Pham a registered financial adviser?
Yes. Bach Pham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006499.
Which licensee does Bach Pham work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Bach Pham give advice on?
The register lists these advice areas: superannuation; 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: "Excludes the ability to provide advice on Margin Lending, Securities and Credit Services (as it relates to Financial Planning)."