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Tina Tran Email & Phone Number
Financial Adviser
at
Sufficient Funds π Employer of the Year, Women in Finance
1 work email found
@ifs.net.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Adviser
Location
Sydney, New South Wales, Australia
Who is Tina Tran? Overview
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Quick answer
Tina Tran is listed as Financial Adviser at Sufficient Funds π Employer of the Year, Women in Finance, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at ifs.net.au and a matched LinkedIn profile for Tina Tran.
Tina Tran previously worked as Financial Adviser at Sufficient Funds - Women In Finance **Employer Of The Year** and Financial Adviser at Australian Catholic Superannuation. Tina Tran holds Ethics And Professionalism In Financial Advice from Kaplan Professional.
Company email context
Email format at Sufficient Funds π Employer of the Year, Women in Finance
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{first_initial}{last}@ifs.net.au
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Profile bio
About Tina Tran
My approach to advice is to delve deeper to understand a client's values, aspirations and concerns. I challenge my client's to really think about what is important to them in life. Financial advice is much broader than products. It is based on achieving personal life goals, which may or may not even have to do with wealth. However having peace of mind on the financial matters means clients can focus on the things that really matter. I believe strategic advice adds the most value to my clients outcomes, more so than products alone. The value of having a relationship with an adviser was the feeling of comfort the client had that a professional with their best interest at heart was there to personally guide them.
Listed skills include Strategic Financial Planning, Retirement Planning, Financial Services, Investments, and 30 others.
Current workplace
Tina Tran's current company
Company context helps verify the profile and gives searchers a useful next step.
Sufficient Funds π Employer Of The Year, Women In Finance
AeroLeads page
11 roles
Tina Tran work experience
A career timeline built from the work history available for this profile.
Financial Adviser
CurrentWhat if planning ahead was exciting?What if it was made easier?You are very good at what you do, but you don't do money. We are the money team who gives a damn and we get it - sometimes that's thinking smaller so you can live bigger picture. Micro-money decisions, investments, tactics and tradeoffs; all delivered simply and honestly in ways that will.
Sep 2024 - Present
Financial Adviser
Australian Catholic Superannuation Fund merged with Unisuper in December 2022Providing financial planning advice to members of the Australian Catholic Superannuation and Retirement Fund to achieve a financially secure retirement. Our mission is to empower our members to live their best possible retirement, which is why we have an in-house team, who assists.
Jul 2014 - Mar 2023
Member Education Consultant / Financial Planner For Commonwealth Super Corporation (1 Year Contract)
Providing education seminars for members of the Commonwealth superannuation schemes, which includes the CSS define benefit, PSS define benefit and PSSap Accumulation funds.Providing financial planning advice to members of the Commonwealth public service superannuation schemes.
Jul 2013 - Jun 2014
Manager, Training And Development
State Super Financial Services Australia Limited
Managing the training and development of Financial planners and Client services within State Super Financial ServicesManaging continuing professional development training for Representatives. Development of professional development training in consultation with the business to meet business and corporate goals.Development and co-ordination of the Induction.
Dec 2010 - Mar 2013
Lecturer - Retirement Planning -1 Semester
Lecturer Retirement Planning subject within the School of Law. Delivering the course material and student assessments.
Jul 2012 - Dec 2012
Break
Career
Career break
Apr 2008 - Nov 2010
Financial Planner
State Super Financial Services Australia Ltd
Financial planning advice specialising in retirement and retrenchment planning. Expert knowledge in define benefit schemes in the NSW and Commonwealth public sector. I built and serviced a client portfolio of $140M in FUM.Providing strategies to minimise taxation on rollovers, maximising social security benefits, investment strategies and estate planning.
Sep 1999 - Apr 2008
Financial Adviser
Servicing the orphan client base to review their existing policies and provide further advice. My responsibilities involved reviewing existing accounts and financial position. Proposing solutions to improve client's financial position. Advice was comprehensive and included investments, life / general insurance and superannuation.
Jan 1998 - Jun 1999
Branch Manager
Avco Access Ltd
Began my career as an Account Executive selling consumer finance and credit insurance. Responsibilities included telephone outbound sales, proposals, loan applications, property inspections, documentation and settlement.Promoted to Branch Manager to manage a branch with 5 sales and 2 Administration staff. My responsibilities involved managing branch.
Mar 1993 - Jul 1997
Teller And Customer Service
Part time teller whilst studying full time at university.Handling over the counter cash and cheque transactions
Dec 1991 - Mar 1993
7 education records
Tina Tran education
Ethics And Professionalism In Financial Advice
Age Care Advice Certification
Aged Care Steps
Cfp 1 Ethics, Certified Financial Planner Program
Financial Planning Association
Certificate Iv Training And Assessment
Workplace Skills Australia
Diploma Of Financial Planning, 8 Units
Fpa In Conjunction With Deakin University
Bachelor Of Commerce, Accounting
Bachelor Of Business
FAQ
Frequently asked questions about Tina Tran
Quick answers generated from the profile data available on this page.
What company does Tina Tran work for?
Tina Tran works for Sufficient Funds π Employer of the Year, Women in Finance.
What is Tina Tran's role at Sufficient Funds π Employer of the Year, Women in Finance?
Tina Tran is listed as Financial Adviser at Sufficient Funds π Employer of the Year, Women in Finance.
What is Tina Tran's email address?
AeroLeads has found 1 work email signal at @ifs.net.au for Tina Tran at Sufficient Funds π Employer of the Year, Women in Finance.
Where is Tina Tran based?
Tina Tran is based in Sydney, New South Wales, Australia while working with Sufficient Funds π Employer of the Year, Women in Finance.
What companies has Tina Tran worked for?
Tina Tran has worked for Sufficient Funds π Employer Of The Year, Women In Finance, Sufficient Funds - Women In Finance **Employer Of The Year**, Australian Catholic Superannuation, Industry Fund Services, and State Super Financial Services Australia Limited.
How can I contact Tina Tran?
You can use AeroLeads to view verified contact signals for Tina Tran at Sufficient Funds π Employer of the Year, Women in Finance, including work email, phone, and LinkedIn data when available.
What schools did Tina Tran attend?
Tina Tran holds Ethics And Professionalism In Financial Advice from Kaplan Professional.
What skills is Tina Tran known for?
Tina Tran is listed with skills including Strategic Financial Planning, Retirement Planning, Financial Services, Investments, Superannuation, Portfolio Management, Wealth, and Estate Planning.
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