Thi My Ngoc (Anna) Tran
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001257476
- Location
- North Sydney NSW 2060
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 29 April 2021
- First provided advice
- 2017
- Qualifications
- Bachelor of Science (Psychology), The University of Sydney (2002); Diploma of Financial Planning, Investment Banking Institute (2015); Advanced Diploma of Financial Planning, Kaplan Professional Education (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020); Master of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Thi My Ngoc (Anna) Tran
Thi My Ngoc (Anna) Tran is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 001257476).
The licensee Thi advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 29 April 2021.
According to the register, Thi first provided financial advice in 2017. The qualifications listed for Thi include Bachelor of Science (Psychology) (The University of Sydney, 2002), Diploma of Financial Planning (Investment Banking Institute, 2015) and Advanced Diploma of Financial Planning (Kaplan Professional 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Thi My Ngoc (Anna) Tran a registered financial adviser?
Yes. Thi My Ngoc (Anna) Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001257476.
Which licensee does Thi My Ngoc (Anna) Tran work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Thi My Ngoc (Anna) 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.