Man Tran
Financial Adviser in Lalor, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423115
- Location
- Lalor VIC 3075
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 12 August 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle (2012); ATX Advanced Taxation & Superannuation, Pinnacle (2014); Advanced Diploma of Financial Planning, Pinnacle (2014); Self Managed Superannuation Funds, Kaplan (2017); Graduate Diploma of Financial Planning, Kaplan (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Man Tran
On the Financial Advisers Register kept by ASIC, Man Tran appears as a current financial adviser in Lalor, Victoria, adviser number 000423115.
The licensee Man advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 12 August 2024.
The register records 2012 as the year Man first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Pinnacle, 2012), ATX Advanced Taxation & Superannuation (Pinnacle, 2014) and Advanced Diploma of Financial Planning (Pinnacle, 2014).
Man 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.
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Questions people ask
Is Man Tran a registered financial adviser?
Yes. Man Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423115.
Which licensee does Man Tran work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Man 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.