Financial Adviser
· MELBOURNE, VIC
David Tran
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243083
David Tran is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. David is currently authorised under Financial Index Australia Pty Ltd. David 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 DBCB Bachelor of Commerce / Bachelor of Applied Finance from University of South Australia. David 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
2015
DBCB Bachelor of Commerce / Bachelor of Applied Finance
University of South Australia
2015
Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Accredited Listed Product Adviser Program
Kaplan
2024
SuperConcepts & ICFS Specialist SMSF
The University of Adelaide
Registration History
Superannuation - All excludes Self Managed Superannuation Funds (SMSF)
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register