William Huynh
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000439734
- Location
- Parramatta NSW 2150
- Licensee
- Mercer Financial Advice (Australia) Pty Ltd (AFSL 411766)
- Authorised since
- 24 September 2013
- First provided advice
- 2013
- Qualifications
- Graduate Certificate in Applied Finance, Kaplan (2009); Certified Financial Planner, FAAA (2019); Master of Financial Planning, Kaplan (2022)
- 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
- Restriction
- Restrictions: Margin lending and general advice only in general insurance products.
- Tax (financial) advice
- Yes
- Register status
- Current
About William Huynh
William Huynh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Parramatta, New South Wales (adviser number 000439734).
The licensee William advises under is Mercer Financial Advice (Australia) Pty Ltd (AFS licence 411766). That authorisation dates from 24 September 2013.
The register records 2013 as the year William first provided financial advice. The qualifications listed for William include Graduate Certificate in Applied Finance (Kaplan, 2009), Certified Financial Planner (FAAA, 2019) and Master of Financial Planning (Kaplan, 2022).
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.
A further restriction is recorded on the register: “Restrictions: Margin lending and general advice only in general insurance products.”
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Questions people ask
Is William Huynh a registered financial adviser?
Yes. William Huynh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000439734.
Which licensee does William Huynh work under?
Mercer Financial Advice (Australia) Pty Ltd, Australian financial services licence 411766.
What can William Huynh 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. It also records this restriction: "Restrictions: Margin lending and general advice only in general insurance products."