PHUONG TRAN
Financial Adviser · Cabramatta, NSW
📚 Qualifications & Training
2011 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University
2012 - Master of Professional Accounting - - University of Technology Sydney
2017 - Diploma of Financial Planning - - Mentor Education
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - SMSF Regulations and Taxation - Other - Kaplan Professional
2025 - Accredited Listed Product Adviser - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.