Financial Adviser · BRISBANE, QLD

Khanh Kim Tran

BRISBANE, QLD
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006254
Currently at
Brisbane, QLD (firm address)

Khanh Kim Tran is a financial adviser based in Brisbane, Queensland, with 26 years of experience in the financial services industry since 2000. Khanh is currently authorised under My Super Future. Khanh holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Khanh's qualifications include a Bachelor of Commerce from University of Queensland. Khanh is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Commerce
University of Queensland
1996
Graduate Diploma in Applied Finance and Investment
Securities Institute
2001
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2021
Ethics
Ethics - Kaplan

Registration History

Oct 2023 - Present Current
Jun 2021 - Sep 2023 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
Dec 2003 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register