Phuong Tran
Financial Adviser in Marrickville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255767
- Location
- Marrickville NSW 2204
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 4 March 2022
- First provided advice
- 2017
- Qualifications
- Bachelor of Applied Finance, Macquarie University (2011); Master of Professional Accounting, University of Technology Sydney (2012); Diploma of Financial Planning, Mentor Education (2017); Advanced Diploma of Financial Planning, Mentor Education (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024); SMSF Regulations and Taxation, Kaplan Professional (2024); Accredited Listed Product Adviser, 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, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Phuong Tran
On the Financial Advisers Register kept by ASIC, Phuong Tran appears as a current financial adviser in Marrickville, New South Wales, adviser number 001255767.
Advice is given under the Australian financial services licence of Spark Advisors Australia Pty Ltd, licence number 380552. The current authorisation started on 4 March 2022.
The register records 2017 as the year Phuong first provided financial advice. The qualifications listed for Phuong include Bachelor of Applied Finance (Macquarie University, 2011), Master of Professional Accounting (University of Technology Sydney, 2012) and Diploma of Financial Planning (Mentor Education, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Phuong Tran a registered financial adviser?
Yes. Phuong Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255767.
Which licensee does Phuong Tran work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Phuong 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.