Financial Adviser
· PERTH, WA
James Tran
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241827
James Tran is a financial adviser based in Perth, Western Australia, with 20 years of experience in the financial services industry. James is currently authorised under Partners Wealth Group Financial Advice Pty Ltd. James 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 Commerce from Curtin University of Technology. James is a member of Financial Services Institute of Australasia (FINSIA) and SMSF Association.
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
1999
Bachelor of Commerce
Curtin University of Technology
2004
Graduate Diploma in Financial Planning
Kaplan Higher Education Pty Limited
2014
SMSF Specialist Accreditation
SMSF Association
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
GPL (VIC) PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register