Hoa Tran
Financial Adviser in Sydney, New South Wales, Australia
Review Hoa Tran
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000436885
- Location
- Sydney NSW 2000
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 11 November 2020
- First provided advice
- 2013
- Qualifications
- Bachelor of Commence (Economics), University of Wollongong (2003); FNS50610 Diploma of Financial Planning, Kaplan Professional (2013); Margin Lending Accreditation, Kaplan Professional (2013); Self Managed Superannuation Funds, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Hoa Tran
Hoa Tran is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000436885.
Advice is given under the Australian financial services licence of Advocate Advisory Pty. Ltd., licence number 405576. That authorisation dates from 11 November 2020.
The register records 2013 as the year Hoa first provided financial advice. The qualifications listed for Hoa include Bachelor of Commence (Economics) (University of Wollongong, 2003), FNS50610 Diploma of Financial Planning (Kaplan Professional, 2013) and Margin Lending Accreditation (Kaplan Professional, 2013). Hoa is recorded as a member of Financial Advice Association of Australia (FAAA).
Hoa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Hoa Tran here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Hoa Tran a registered financial adviser?
Yes. Hoa Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436885.
Which licensee does Hoa Tran work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Hoa Tran give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.