Financial Adviser
· SYDNEY, NSW
Hoa Tran
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436885
Hoa Tran is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Hoa is currently authorised under Advocate Advisory Pty. Ltd.. Hoa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commence (Economics) from University of Wollongong. Hoa 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commence (Economics)
University of Wollongong
2013
FNS50610 Diploma of Financial Planning
Kaplan Professional
2013
Margin Lending Accreditation
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional