Hoa Ta

Financial Adviser

ASIC adviser number:

000455322

Qualifications and training:

1999, Bachelor of Commerce, Bachelor Degree (AQF 7), Macquarie University
2002, Diploma of Financial Planning, Advanced Diploma (AQF 6), Financial Planning Association, Deakin University
2007, Self Managed Superannuation Funds, Certificate (AQF 1-4), Tribeca Learning
2015, Life Risk Specialist, Professional Designations, Financial Planning Association
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2024, Accredited Aged Care Professional Program, Other, Aged Care Steps (ACS)

When adviser first provided advice:

2014

Membership of professional associations:

CFP, Certified Financial Planner (FPA)
Certified Independent Financial Advice Association Ltd (CIFAA)
Financial Advice Association of Australia (FAAA)
LRS, Life Risk Specialist (FPA)

Disciplinary action by ASIC:

None

Location:

64 Campbell St
Kensington WA 6151

AFS licence holder name:

Hvta Pty Ltd

AFS licence number:

000549226

Licence controlled by:

Chansamone Ta ~ Hoa Vinh Ta ~ The Trustee For S&V.Ta Family Trust

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».