Duy (John) Quan Tran
Financial Adviser in Springvale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254779
- Location
- Springvale VIC 3171
- Licensee
- Clear Wealth Planners Pty Ltd (AFSL 533442)
- Authorised since
- 5 April 2022
- First provided advice
- 2018
- Qualifications
- Master of Business, Monash University (2015); Master of Professional Accounting, Monash University (2015); Diploma of Financial Planning, International Institute of Technology (2017); Master of Financial Planning, Deakin University (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Tax (financial) advice
- Yes
- Register status
- Current
About Duy (John) Quan Tran
On the Financial Advisers Register kept by ASIC, Duy (John) Quan Tran appears as a current financial adviser in Springvale, Victoria, adviser number 001254779.
Duy provides advice as an authorised representative of Clear Wealth Planners Pty Ltd, which holds Australian financial services licence 533442. That authorisation dates from 5 April 2022.
The register records 2018 as the year Duy first provided financial advice. Qualifications and training on file include Master of Business (Monash University, 2015), Master of Professional Accounting (Monash University, 2015) and Diploma of Financial Planning (International Institute of Technology, 2017). Duy is recorded as a member of Financial Advice Association of Australia (FAAA).
Duy is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Duy (John) Quan Tran a registered financial adviser?
Yes. Duy (John) Quan Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254779.
Which licensee does Duy (John) Quan Tran work under?
Clear Wealth Planners Pty Ltd, Australian financial services licence 533442.
What can Duy (John) Quan Tran give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products.