Hoa Vinh Ta
Financial Adviser in Kensington, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000455322
- Location
- Kensington WA 6151
- Licensee
- Hvta Pty Ltd (AFSL 549226)
- Authorised since
- 22 August 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Macquarie University (1999); Diploma of Financial Planning, Financial Planning Association, Deakin University (2002); Self Managed Superannuation Funds, Tribeca Learning (2007); Life Risk Specialist, Financial Planning Association (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Accredited Aged Care Professional Program, Aged Care Steps (ACS) (2024)
- Memberships
- CFP - Certified Financial Planner (FPA); Certified Independent Financial Advice Association Ltd (CIFAA); Financial Advice Association of Australia (FAAA); LRS - Life Risk Specialist (FPA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Hoa Vinh Ta
Hoa Vinh Ta is a financial adviser in Kensington, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000455322.
Advice is given under the Australian financial services licence of Hvta Pty Ltd, licence number 549226. The current authorisation started on 22 August 2023.
The register records 2014 as the year Hoa first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 1999), Diploma of Financial Planning (Financial Planning Association, Deakin University, 2002) and Self Managed Superannuation Funds (Tribeca Learning, 2007). Professional memberships recorded: CFP – Certified Financial Planner (FPA), Certified Independent Financial Advice Association Ltd (CIFAA) and Financial Advice Association of Australia (FAAA).
Hoa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Hoa Vinh Ta a registered financial adviser?
Yes. Hoa Vinh Ta is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000455322.
Which licensee does Hoa Vinh Ta work under?
Hvta Pty Ltd, Australian financial services licence 549226.
What can Hoa Vinh Ta 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; standard margin lending.