Financial Adviser
· MOUNT WAVERLEY, VIC
Raymond Nghia Tran
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004675
Raymond Nghia Tran is a financial adviser based in Mount Waverley, Victoria, with 21 years of experience in the financial services industry. Raymond is currently authorised under Viridian Advisory Pty Ltd. Raymond 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 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Raymond 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
2004
Bachelor of Commerce
The University of Melbourne
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2014
Self Managed Superannuation Funds
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register