Financial Adviser · MOUNT WAVERLEY, VIC

Raymond Nghia Tran

MOUNT WAVERLEY, VIC

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004675

Currently at

Viridian Financial Group

Melbourne, VIC (firm address)

View firm profile

Raymond Nghia Tran is a financial adviser based in Mount Waverley, Victoria, with 21 years of experience in the financial services industry since 2005. Raymond is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Raymond holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Raymond's 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

Viridian Advisory Pty Ltd

Jul 2019 - Present Current

Westpac Banking Corporation

Nov 2006 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register