Financial Adviser
· SYDNEY, NSW
Nhi Ai Lam Vo
No disciplinary history on record with ASIC
SYDNEY,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234926
Nhi Ai Lam Vo is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Nhi is currently authorised under Trellan Capital, operating through Providence And Partners. Nhi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nhi's qualifications include a Master of Financial Planning from Kaplan Professional. Nhi is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan Professional
2025
Accredited Behavioural Finance Professional, ABFP
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Margin Lending Specialist
Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register