Vinh Tran
Financial Adviser in Maroubra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231832
- Location
- Maroubra NSW 2035
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, University of Technology Sydney (UTS) (1991); Diploma core RG146 Skills: pre 2003, Professional Development Operations Team (2000); Margin Lending & Geared Investments, Kaplan Professional (2010); Certificate IV Finance and Mortgage Broking, Kaplan Professional (2015)
- Memberships
- CPA Australia (CPA)
- 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 Vinh Tran
Vinh Tran is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Maroubra, New South Wales (adviser number 000231832).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 1 July 2003.
The register records 1999 as the year Vinh first provided financial advice. Qualifications and training on file include Bachelor of Business (University of Technology Sydney (UTS), 1991), Diploma core RG146 Skills: pre 2003 (Professional Development Operations Team, 2000) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Vinh is recorded as a member of CPA Australia (CPA).
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 Vinh Tran a registered financial adviser?
Yes. Vinh Tran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231832.
Which licensee does Vinh Tran work under?
Count Financial Limited, Australian financial services licence 227232.
What can Vinh 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.