James Tran
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241827
- Location
- Perth WA 6000
- Licensee
- Partners Wealth Group Financial Advice Pty Ltd (AFSL 558563)
- Authorised since
- 19 December 2025
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Curtin University of Technology (1999); Graduate Diploma in Financial Planning, Kaplan Higher Education Pty Limited (2004); Provide Advice in Margin Lending, GWM Adviser Services Ltd (2011); SMSF Specialist Accreditation, SMSF Association (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Services Institute of Australasia (FINSIA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Tran
On the Financial Advisers Register kept by ASIC, James Tran appears as a current financial adviser in Perth, Western Australia, adviser number 000241827.
The licensee James advises under is Partners Wealth Group Financial Advice Pty Ltd (AFS licence 558563). The current authorisation started on 19 December 2025.
The register records 2006 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (Curtin University of Technology, 1999), Graduate Diploma in Financial Planning (Kaplan Higher Education Pty Limited, 2004) and Provide Advice in Margin Lending (GWM Adviser Services Ltd, 2011). Professional memberships recorded: Financial Services Institute of Australasia (FINSIA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Tran a registered financial adviser?
Yes. James Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241827.
Which licensee does James Tran work under?
Partners Wealth Group Financial Advice Pty Ltd, Australian financial services licence 558563.
What can James 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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.