Jonathon Hoang Nguyen
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238277
- Location
- Melbourne VIC 3000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 2 July 2025
- First provided advice
- 2015
- Qualifications
- Bachelor of Management (Banking & Finance), University of South Australia (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Advanced Diploma of Financial Planning, Monarch Institute (2018); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Introduction to Self Managed Superannuation Funds Course, Kaplan Professional (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
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathon Hoang Nguyen
Jonathon Hoang Nguyen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001238277).
The licensee Jonathon advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 2 July 2025.
The register records 2015 as the year Jonathon first provided financial advice. Qualifications and training on file include Bachelor of Management (Banking & Finance) (University of South Australia, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and Advanced Diploma of Financial Planning (Monarch Institute, 2018).
The authorisation covers advice 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.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is Jonathon Hoang Nguyen a registered financial adviser?
Yes. Jonathon Hoang Nguyen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238277.
Which licensee does Jonathon Hoang Nguyen work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Jonathon Hoang Nguyen 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: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."