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Raymond Tran
Raymond Tran

Executive Financial Advisor at Viridian Advisory

I am an award winning Executive Financial Advisor with over 20 years of experience delivering client focused, outcomes driven financial advice.

I am specializing in investments, superannuation (including SMSFs), retirement planning, and Centrelink / Aged Care strategies to help clients living the lives they choose.

Expertise
Finance
Skills
Stakeholders Management
Finance Business Partnering
Financial Modelling
Financial Analysis
Project Management
Leadership
Communication

Career Mentor

June 2005 - November 2006 - AMP Financial Planning

November 2006 - January 2012 - Advanced Financial Advisor with Westpac / BT Advice

January 2012 - June 2016 - Senior Financial Advisor with Westpac / BT Advice

July 2016 - June 2019 - Partner Financial Advisor with Westpac / BT Advice

July 2019 - Current - Executive Financial Advisor with Viridian Advisory (key stakeholder)

Bachelor of Commerce / Engineering with University of Melbourne

Advance Dip of Financial Planning

Certified Financial Planning (CFP)

FASEA qualified advisor

Viet Mentor Abroad

info@vietmentorabroad.com

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