Vuong Duong
Financial Adviser in North Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255211
- Location
- North Melbourne VIC 3051
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 June 2017
- First provided advice
- 2017
- Qualifications
- Law in Global Business HBL111, Swinburne University of Technology (2005); Bachelor of Business (Accounting), Swinburne University (2006); Certified Practising Accountant, CPA Australia (2013); Financial Risk Management, CPA Australia (2013); CTA2 Advanced, The Tax Instutute (2014); Accountant's SMSF Program, Kaplan Education (2015); Practice of Financial Planning, Integrity Education (2017); Ethics & Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- CPA Australia (CPA); The Tax Institute
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Vuong Duong
Vuong Duong is a financial adviser in North Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001255211.
Vuong provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 1 June 2017.
The register records 2017 as the year Vuong first provided financial advice. The qualifications listed for Vuong include Law in Global Business HBL111 (Swinburne University of Technology, 2005), Bachelor of Business (Accounting) (Swinburne University, 2006) and Certified Practising Accountant (CPA Australia, 2013). Professional memberships recorded: CPA Australia (CPA) and The Tax Institute.
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.”
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Questions people ask
Is Vuong Duong a registered financial adviser?
Yes. Vuong Duong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255211.
Which licensee does Vuong Duong work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Vuong Duong give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products."