TINA TRAN
Financial Adviser · Burwood, NSW
📚 Qualifications & Training
1993 - Bachelor of Commerce in Accounting - Bachelor Degree (AQF 7) - The University of New South Wales
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
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.