Simon Tran

Simon Tran Email and Phone Number

Private Banker at Commonwealth Private ► Residential & Commercial Property Finance ► Qualified Property Investment Advisor (QPIA) @ Commonwealth Bank
australia
Simon Tran's Location
Mitcham, Victoria, Australia, Australia
About Simon Tran

My role as a Private Banker is to build strong relationships with high net worth individuals and families by understanding their unique financial position and providing tailored advice, services and products to meet their banking and finance needs. I specifically help clients with:• Reviewing and optimising their existing finance arrangements to align with their wealth strategy.• Purchasing or refinancing residential and commercial properties.• Experiencing a personalised professional service with a direct point of contact at the bank. • Wholesale investment advisory service. I genuinely care for my clients and their families and I am committed to helping them grow, manage and protect their wealth and leave a lasting legacy. I have worked in the banking and finance industry for over 10 years across various roles in both retail and Private Banking. I have extensive experience in finance, specialising in residential and commercial property lending. I understand the complexity and the strong service expectations of private bank clients.

Simon Tran's Current Company Details
Commonwealth Bank

Commonwealth Bank

View
Private Banker at Commonwealth Private ► Residential & Commercial Property Finance ► Qualified Property Investment Advisor (QPIA)
australia
Website:
commbank.com.au
Employees:
33550
Simon Tran Work Experience Details
  • Commonwealth Bank
    Private Banker
    Commonwealth Bank Sep 2022 - Present
    Melbourne, Victoria, Australia
  • Commonwealth Bank
    Private Client Senior Analyst
    Commonwealth Bank Dec 2021 - Sep 2022
    Melbourne, Victoria, Australia
  • Commonwealth Bank
    Private Bank Analyst
    Commonwealth Bank Nov 2019 - Dec 2021
    Docklands
    Specialise in complex lending for residential and commercial transactions. Primarily looking after high net worth clients.
  • Commonwealth Bank
    Associate Private Banker
    Commonwealth Bank Oct 2016 - Nov 2019
    Melbourne, Australia
  • Commonwealth Bank
    Small Business Banking/ Customer Service Specialist
    Commonwealth Bank Jun 2015 - Oct 2016
    Kew
    Enhancing and securing the financial wellbeing of businesses, people and communities.
  • Commonwealth Bank
    Customer Service Representative
    Commonwealth Bank Sep 2014 - Jul 2015
  • Woolworths Group
    Sales Assistant
    Woolworths Group Sep 2012 - Sep 2014

Simon Tran Education Details

Frequently Asked Questions about Simon Tran

What company does Simon Tran work for?

Simon Tran works for Commonwealth Bank

What is Simon Tran's role at the current company?

Simon Tran's current role is Private Banker at Commonwealth Private ► Residential & Commercial Property Finance ► Qualified Property Investment Advisor (QPIA).

What schools did Simon Tran attend?

Simon Tran attended Property Investment Professionals Of Australia (Pipa), Monash University, Aamc Training Group, Mwt Institute, Emmaus College.

Who are Simon Tran's colleagues?

Simon Tran's colleagues are Randeep Naidu, Shane Elphick, Jade Burgess, Scott Yip, Samarth Raghuveer Hubballi, Rebecca Sexton, Peter Karavas.

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