James Tran Email & Phone Number
Senior Financial Advisor and Partner @ PARTNERS GROUP LIMITED
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James Tran Location
- Perth, WA, AU
James Tran Work
- 2025 - now Senior Financial Advisor and Partner @
- 2010 - 2026 Director and Principal Consultant @
- 2006 - 2026 Director and Principal Consultant @ Moore Australia Financial Services Pty Ltd
- 2002 - 2005 Financial Consultant @
- 2000 - 2002 Management Accountant @
- 1998 - 2000 Business Services @
James Tran Education
- SMSF Professionals’ Association of Australia (SPAA)
SPAA Specialist Accreditation Program, SMSF Specialist Advisor™ (Self Managed Superannuation)
2014 - 2014 - Stanford University Graduate School of Business
Strategic Leadership Program (Leadership)
2012 - 2012 - Financial Services Institute of Australasia (FINSIA)
Post Graduate Diploma (Financial Planning)
1998 - 2001 - Curtin University of Technology
B.Com (Finance and Marketing)
1995 - 1999
James Tran Skills
- Strategic Financial Planning
- Estate Planning
- Insurance
- Debt Management
- Superannuation
- Wealth
- Wealth Management
- Retirement Planning
- Investments
- Pensions
- Investment Strategies
- Income Protection
- Wealth Accumulation
- Investment Advisory
- Portfolio Management
- Banking
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Life Insurance
- Tax
- Risk Management
- Retirement
- Term Life Insurance
- Wealth Management Services
- Financial Planners
- Equities
- Financial Risk
- Funding
- Strategic Planning
- Business Development
- Strategy
- Program Management
- Sales
- Account Management
- Customer Service
James Tran Summary
- James Tran, based in Perth, WA, AU, is currently a Senior Financial Advisor and Partner at Partners Wealth Group. James Tran brings experience from previous roles at Investment and Financial Partners Pty Ltd, Moore Australia Financial Services Pty Ltd, Godfrey Pembroke Ltd and MLC Limited. James Tran holds a 2014 - 2014 SPAA Specialist Accreditation Program, SMSF Specialist Advisor™ in Self Managed Superannuation @ SMSF Professionals’ Association of Australia (SPAA). With a robust skill set that includes Strategic Financial Planning, Estate Planning, Insurance, Debt Management, Superannuation and more. James Tran has 1 emails and 1 mobile phone numbers on RocketReach.
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Top PARTNERS GROUP LIMITED Employees
Simon Glendenning
Chief Operating Officer
Melbourne, VIC, AU
Patrick Barry
Director of Wealth
Melbourne, VIC, AU
Mathew Cassidy
Managing Director
Melbourne, VIC, AU
Rob Hand
Director of Wealth
Melbourne, VIC, AU
James Tran
Senior Financial Advisor and Partner
Perth, WA, AU
Kate Peters
Head Of Marketing
Melbourne, VIC, AU
Fraser Herd
Head of Partners Private
Sydney, NSW, AU
Gary Doig
Consulant and Board Member
Australia
Matthew Leong
Portfolio Manager
Melbourne, VIC, AU
Liam Shaw
Head of Western Australia
Perth, WA, AU
Simon Jennings
Chief Financial Officer
Melbourne, VIC, AU
Doug Horsford
Senior Financial Advisor and Partner
Western Australia, Australia
Leandro Bonin
Financial Adviser
Melbourne, VIC, AU
Ryan Halliday
Financial Advisor
Australia
Luke Ball
Head of Partnerships
Brighton, VIC, AU
Rebecca Comac
Non Executive Director
Sydney, AU
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