Winnie Pham
Financial Adviser in Eight Mile Plains, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279105
- Location
- Eight Mile Plains QLD 4113
- Licensee
- Quill Group Financial Planners Pty Ltd (AFSL 300810)
- Authorised since
- 13 April 2007
- First provided advice
- 2004
- Qualifications
- CPA Program, CPA Australia (2000); CFP Certification Program, Financial Planning Association of Australia (2008); DPML Margin Lending, Pinnacle Financial Services Academy (2011)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Winnie Pham
On the Financial Advisers Register kept by ASIC, Winnie Pham appears as a current financial adviser in Eight Mile Plains, Queensland, adviser number 000279105.
Winnie provides advice as an authorised representative of Quill Group Financial Planners Pty Ltd, which holds Australian financial services licence 300810. That authorisation dates from 13 April 2007.
The register records 2004 as the year Winnie first provided financial advice. The qualifications listed for Winnie include CPA Program (CPA Australia, 2000), CFP Certification Program (Financial Planning Association of Australia, 2008) and DPML Margin Lending (Pinnacle Financial Services Academy, 2011). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Winnie Pham a registered financial adviser?
Yes. Winnie Pham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279105.
Which licensee does Winnie Pham work under?
Quill Group Financial Planners Pty Ltd, Australian financial services licence 300810.
What can Winnie Pham 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; standard margin lending; managed discretionary account services.