Tina Tran Financial Planner Report

Name:
Tina Tran

Rep Number:
000454040

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2013-07-01 onwards

Location:
Burwood, Sydney, NSW, 2134

Licensee
Name:

Number:
000232514

ABN:
54 007 016 195

Controlled By:

Appointed By
Name:
Industry Fund Services Limited

Licence Number:
000232514

ABN:
54 007 016 195

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Securities
Superannuation

Qualifications
UNIVERSITY OF NSW
BACHELOR COMMERCE (accounting)
WORKPLACE SKILLS AUSTRALIA
CERTIFICATE IV TRAINING AND ASSESSMENT
Financial Planning Association of Australia
CFP 1 - FPA Professionalism
Financial Planning Association of Australia
CFP Certification Program
FINANCIAL PLANNING ASSOCIATION
DIPLOMA OF FINANCIAL PLANNING

Memberships
Financial Planning Association of Australia (FPA)
Women in Super