Financial Adviser · LALOR, VIC

Man Tran

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000423115

Man Tran is a financial adviser based in Lalor, Victoria, with 14 years of experience in the financial services industry. Man is currently authorised under Lifespan Financial Planning Pty Ltd. Man 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 Graduate Diploma of Financial Planning from Kaplan.

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

2012
Diploma of Financial Services (Financial Planning)
Pinnacle
2014
ATX Advanced Taxation & Superannuation
Pinnacle
2014
Advanced Diploma of Financial Planning
Pinnacle
2017
Self Managed Superannuation Funds
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan

Registration History

Aug 2024 - Present Current
Jan 2023 - Aug 2024 Ceased
May 2022 - Dec 2022 Ceased
Jul 2012 - Apr 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Jun 2012 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register