Financial Adviser · MARIBYRNONG, VIC

Bao Dinh Tran

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000440111

Bao Dinh Tran is a financial adviser based in Maribyrnong, Victoria, with 13 years of experience in the financial services industry. Bao is currently authorised under Interprac Financial Planning Pty Ltd. Bao 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 Business (Economics and Finance) from Royal Melbourne Institute of Technology (RMIT). Bao 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Business (Economics and Finance)
Royal Melbourne Institute of Technology (RMIT)
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2013
Margin Lending
MLC ThreeSixty
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Dec 2020 - Present Current
GWM ADVISER SERVICES PTY LTD
Jun 2013 - Dec 2020 Ceased

Source: ASIC Financial Advisers Register