DUY (JOHN) QUAN TRAN

Financial Adviser ยท Springvale, VIC

Registered

Registration Number

001254779

Registration Status

Registered

Location

Springvale, VIC 3171

Providing Advice Since

2018

Registration Date

05/04/2022

Financial Services Licensee

CLEAR WEALTH PLANNERS PTY LTD

Licence #000533442

ABN (Australian Business Number)

20320175154

๐Ÿ“š Qualifications & Training

2015 - Master of Business - Masters Degree (AQF 9) - Monash University
2015 - Master of Professional Accounting - Masters Degree (AQF 9) - Monash University
2017 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.