Hoai Vinh Lam
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238476
- Location
- Sydney NSW 2000
- Licensee
- Plutus Independent Advisors Pty Ltd (AFSL 517944)
- Authorised since
- 31 January 2020
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Accounting and Finance), University of Sydney (2003); Certified Practising Accountant (CPA), Certified Public Accountants of Australia Pty Ltd (2006); Master of Applied Finance, Macquarie University (2012); Diploma of Financial Planning, Kaplan Education Pty Ltd (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- CPA Australia (CPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Hoai Vinh Lam
On the Financial Advisers Register kept by ASIC, Hoai Vinh Lam appears as a current financial adviser in Sydney, New South Wales, adviser number 001238476.
The licensee Hoai advises under is Plutus Independent Advisors Pty Ltd (AFS licence 517944). That authorisation dates from 31 January 2020.
The register records 2016 as the year Hoai first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting and Finance) (University of Sydney, 2003), Certified Practising Accountant (CPA) (Certified Public Accountants of Australia Pty Ltd, 2006) and Master of Applied Finance (Macquarie University, 2012). Hoai is recorded as a member of CPA Australia (CPA).
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.
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Questions people ask
Is Hoai Vinh Lam a registered financial adviser?
Yes. Hoai Vinh Lam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238476.
Which licensee does Hoai Vinh Lam work under?
Plutus Independent Advisors Pty Ltd, Australian financial services licence 517944.
What can Hoai Vinh Lam 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.