Financial Adviser · SPRINGVALE, VIC

Duy (john) Quan Tran

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001254779

Duy (john) Quan Tran is a financial adviser based in Springvale, Victoria, with 8 years of experience in the financial services industry. Duy is currently authorised under Clear Wealth Planners Pty Ltd. Duy 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 Master of Business from Monash University. Duy 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 Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2015
Master of Business
Monash University
2015
Master of Professional Accounting
Monash University
2017
Diploma of Financial Planning
International Institute of Technology
2024
Master of Financial Planning
Deakin University

Registration History

Apr 2022 - Present Current
AFSL GROUP PTY LTD
Jul 2019 - Apr 2022 Ceased
Jun 2018 - Apr 2019 Ceased

Source: ASIC Financial Advisers Register