Thu Anh Nguyen
Financial Adviser in Prospect, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003604
- Location
- Prospect SA 5082
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 20 March 2025
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of South Australia (2003); Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); SMSF Adviser Education Program, Financial Essentials (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019); Commercial Law Course, Kaplan Professional (2025)
- 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 and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Thu Anh Nguyen
Thu Anh Nguyen is a financial adviser in Prospect, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001003604.
Thu provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 20 March 2025.
The register records 2007 as the year Thu first provided financial advice. The qualifications listed for Thu include Bachelor of Commerce (University of South Australia, 2003), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007) and SMSF Adviser Education Program (Financial Essentials, 2007).
Thu 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: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Thu Anh Nguyen a registered financial adviser?
Yes. Thu Anh Nguyen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003604.
Which licensee does Thu Anh Nguyen work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Thu Anh 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 and contribution advice for an existing SMSF."