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Bobby Tran

Associate Financial Planner at VISIS Private Wealth
Intro Book
Financial planning professional with 5+ years of experience in paraplanning and customer service.
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Location
Brisbane, Queensland, Australia, AU
Languages
  • English Full professional proficiency
  • Vietnamese Elementary proficiency
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Bio

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Bobby Tran is a financial planning professional with 5 years of experience in paraplanning and customer service, and currently works as an Associate Financial Planner at VISIS Private Wealth in Brisbane, Australia. He holds a Bachelor of Commerce degree from Griffith University and has full professional proficiency in English, with elementary proficiency in Vietnamese.

Experience

  • VISIS Private Wealth
    • Brisbane, Queensland, Australia
    • Associate Financial Planner
      • Nov 2023 - Present
      • Brisbane, Queensland, Australia

  • AG Badminton
    • Brisbane, Queensland, Australia
    • Administrator
      • Aug 2023 - Present
      • Brisbane, Queensland, Australia

  • MaKe Financial Decisions
    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Paraplanner
      • Aug 2019 - Jan 2023

    • Customer Service Officer
      • Aug 2017 - Jul 2019

Education

  • 2016 - 2020
    Griffith University
    Bachelor of Commerce (BCom), Finance and Financial Planning

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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