VINH TRAN
Financial Adviser · Maroubra, NSW
📚 Qualifications & Training
1991 - Bachelor of Business - - University of Technology Sydney (UTS)
2000 - Diploma core RG146 Skills: pre 2003 - - Professional Development Operations Team
2010 - Margin Lending & Geared Investments - - Kaplan Professional
2015 - Certificate IV Finance and Mortgage Broking - - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.