Financial Adviser
· MARRICKVILLE, NSW
Phuong Tran
No disciplinary history on record with ASIC
MARRICKVILLE,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255767
Practice
Sylvania, NSW (practice address on ASIC register)
Licensed through Spark Advisors Australia
About Phuong Tran
Phuong Tran is a financial adviser based in Marrickville, New South Wales, with 9 years of experience in the financial services industry since 2017. Phuong works at Kylin Wealth Solutions, which is licensed through Spark Advisors Australia. Phuong holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phuong's qualifications include a Master of Professional Accounting from University of Technology Sydney. Phuong is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Applied Finance
Macquarie University
2012
Master of Professional Accounting
University of Technology Sydney
2017
Diploma of Financial Planning
Mentor Education
2020
Advanced Diploma of Financial Planning
Mentor Education
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan Professional
2025
Accredited Listed Product Adviser
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register