MenuHoa (Vinh) Ta CFP®
About Me
I have a history of financial services experience spanning over 25 years, with much of this time spent in Advisory and Superannuation Technical roles advising Financial Planners on strategy and the changing legislative environment. Right now I am enjoying life as a Financial Planner in Perth making it easy for clients to make informed choices.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years -
Licensed By Hvta Pty Ltd
