Raymond Nghia Tran
Financial Adviser in Mount Waverley, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004675
- Location
- Mount Waverley VIC 3149
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, The University of Melbourne (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2009); Margin Lending and Geared Investments, Kaplan Professional (2010); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2012); Self Managed Superannuation Funds, Kaplan Professional (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Raymond Nghia Tran
Raymond Nghia Tran is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Waverley, Victoria (adviser number 001004675).
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. The current authorisation started on 1 July 2019.
The register records 2005 as the year Raymond first provided financial advice. The qualifications listed for Raymond include Bachelor of Commerce (The University of Melbourne, 2004), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2009) and Margin Lending and Geared Investments (Kaplan Professional, 2010). 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 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 Raymond Nghia Tran a registered financial adviser?
Yes. Raymond Nghia Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004675.
Which licensee does Raymond Nghia Tran work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Raymond Nghia 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.