Tina Tran

Tina Tran Email and Phone Number

Financial Adviser @ Sufficient Funds πŸ† Employer of the Year, Women in Finance
Sydney, NSW, AU
Tina Tran's Location
Sydney, New South Wales, Australia, Australia
Tina Tran's Contact Details

Tina Tran personal email

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.

Tina Tran's Current Company Details
Sufficient Funds πŸ† Employer of the Year, Women in Finance

Sufficient Funds πŸ† Employer Of The Year, Women In Finance

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Financial Adviser
Sydney, NSW, AU
Tina Tran Work Experience Details
  • Sufficient Funds πŸ† Employer Of The Year, Women In Finance
    Financial Adviser
    Sufficient Funds πŸ† Employer Of The Year, Women In Finance
    Sydney, Nsw, Au
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  • Sufficient Funds - Women In Finance **Employer Of The Year**
    Financial Adviser
    Sufficient Funds - Women In Finance **Employer Of The Year** Sep 2024 - Present
    Sydney, New South Wales, Australia
    What 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 deeply impact your future.It starts with defining what is "Sufficient" for you. We work with you to get super clear on your ideal life and can then build the plan to align your money decisions and make it all flow.
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  • Australian Catholic Superannuation
    Financial Adviser
    Australian Catholic Superannuation Jul 2014 - Mar 2023
    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 our members every step of the way.SpecialtiesSuperannuation, Financial planning, Allocated pensions, Income protection insurance, Transition to retirement pensions, Life insurance, Retirement planning seminars, Tax-reduced retirement, Member services, Employer superannuation, Catholic schools, Catholic agencies
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  • Industry Fund Services
    Member Education Consultant / Financial Planner For Commonwealth Super Corporation (1 Year Contract)
    Industry Fund Services Jul 2013 - Jun 2014
    Sydney
    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.
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  • State Super Financial Services Australia Limited
    Manager, Training And Development
    State Super Financial Services Australia Limited Dec 2010 - Mar 2013
    Sydney
    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 program.
  • University Of Western Sydney
    Lecturer - Retirement Planning -1 Semester
    University Of Western Sydney Jul 2012 - Dec 2012
    Parramatta
    Lecturer Retirement Planning subject within the School of Law. Delivering the course material and student assessments.
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  • Career
    Break
    Career Apr 2008 - Nov 2010
    Career break
  • State Super Financial Services Australia Ltd
    Financial Planner
    State Super Financial Services Australia Ltd Sep 1999 - Apr 2008
    Sydney, Australia
    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 with the goal of meeting cashflow and capital requirements.Regular client reviews and producing comprehensive Statements of Advice.
  • Amp Solutions (Melbourne)
    Financial Adviser
    Amp Solutions (Melbourne) Jan 1998 - Jun 1999
    Melbourne, Australia
    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.
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  • Avco Access Ltd
    Branch Manager
    Avco Access Ltd Mar 1993 - Jul 1997
    Melbourne, Australia
    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 operations which included monthly sales targets, supervision of staff, recruitment and on the job training. Strategic business development to achieve branch sales targets.
  • Anz
    Teller And Customer Service
    Anz Dec 1991 - Mar 1993
    Part time teller whilst studying full time at university.Handling over the counter cash and cheque transactions
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Tina Tran Skills

Strategic Financial Planning Retirement Planning Financial Services Investments Superannuation Portfolio Management Wealth Estate Planning Financial Advisory Wealth Management Management Financial Planning Investment Strategies Retirement Financial Risk Employee Benefits Coaching Banking Pensions Life Insurance Asset Allocation Income Protection Strategic Planning Relationship Management Change Management People Skills Analytical Skills Wealth Accumulation Stakeholder Management Insurance Leadership Financial Planners Account Management Paraplanning

Tina Tran Education Details

Frequently Asked Questions about Tina Tran

What company does Tina Tran work for?

Tina Tran works for Sufficient Funds πŸ† Employer Of The Year, Women In Finance

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

Tina Tran's current role is Financial Adviser.

What is Tina Tran's email address?

Tina Tran's email address is ti****@****ail.com

What schools did Tina Tran attend?

Tina Tran attended Kaplan Professional, Aged Care Steps, Financial Planning Association, Workplace Skills Australia, Fpa In Conjunction With Deakin University, Unsw, University Of Technology, Sydney.

What skills is Tina Tran known for?

Tina Tran has skills like Strategic Financial Planning, Retirement Planning, Financial Services, Investments, Superannuation, Portfolio Management, Wealth, Estate Planning, Financial Advisory, Wealth Management, Management, Financial Planning.

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