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

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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