Simon Tran Email and Phone Number
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.
Commonwealth Bank
View- Website:
- commbank.com.au
- Employees:
- 33550
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Private BankerCommonwealth Bank Sep 2022 - PresentMelbourne, Victoria, Australia -
Private Client Senior AnalystCommonwealth Bank Dec 2021 - Sep 2022Melbourne, Victoria, Australia -
Private Bank AnalystCommonwealth Bank Nov 2019 - Dec 2021DocklandsSpecialise in complex lending for residential and commercial transactions. Primarily looking after high net worth clients. -
Associate Private BankerCommonwealth Bank Oct 2016 - Nov 2019Melbourne, Australia -
Small Business Banking/ Customer Service SpecialistCommonwealth Bank Jun 2015 - Oct 2016KewEnhancing and securing the financial wellbeing of businesses, people and communities. -
Customer Service RepresentativeCommonwealth Bank Sep 2014 - Jul 2015 -
Sales AssistantWoolworths Group Sep 2012 - Sep 2014
Simon Tran Education Details
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Property Investment Professionals Of Australia (Pipa)Property Investment Advisory -
Banking & Finance, Management -
Certificate Iv In Fianance And Mortgage Broking -
National Accredited Certificate Iv In Bookkeeping -
Emmaus College
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.
Not the Simon Tran you were looking for?
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Simon Tran
Greater Sydney Area -
2nab.com.au, nab.com.au
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