Phuong Tran Financial Planner Report

Name:
Phuong Tran

Rep Number:
001255767

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-06-23 onwards

Licensee
Name:

Number:
000231139

ABN:
65 003 900 169

Controlled By:

Appointed By
Name:
Commonwealth Financial Planning Limited

Licence Number:
000231139

ABN:
65 003 900 169

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
Bachelor of Applied Finance
Mentor Education
Diploma of Financial Planning
University of Technology Sydney
Master of Professional Accounting

Memberships
Financial Planning Association of Australia (FPA)