Financial Adviser · PRESTON, VIC

Cuong Quach

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003909

Cuong Quach is a financial adviser based in Preston, Victoria, with 13 years of experience in the financial services industry since 2013. Cuong is currently authorised under Spark Advisors Australia, operating through Elixir Wealth Advisory. Cuong holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cuong's qualifications include a Graduate Diploma of Applied Finance (Financial Planning) from Kaplan Professional. Cuong is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide self-managed super fund advice.

Authorised to provide tax financial advice services

Qualifications and Training

2020
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2025 - Present Current
Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide self-managed super fund advice.
Sep 2024 - Mar 2025 Ceased
Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide self-managed super fund advice.
Jul 2023 - Jul 2024 Ceased
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Jan 2022 - Jul 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2013 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register