SPECIALISATION
Estate Planning
Estate
Planning
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
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Super

Raymond
Tran

Executive Advisor
Mount Waverley
Victoria
IN THEIR OWN WORDS

I am passionate about helping my clients to live the lives they choose. I pride myself on my deep understanding of my clients’ situations and goals as well as my strong and enduring relationship with my clients on their life journey.

I am also involved with the Cancer Council of Australia and the Vietnamese Women’s Association to provide advice and support via the Pro Bono Community Program.

Qualifications and Memberships

  • Bachelor of Commerce
  • Bachelor of Engineering
  • Advanced Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia
SPECIALISATION
Estate Planning
Estate
Planning
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super

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