Bao Tran – B.Bus (Eco & Fin), Dip FP, FP
Managing Director / Principal Financial Adviser
Bao graduated in 1999 from RMIT following his completion of a Bachelor of Business in Economics & Finance. He then worked at a boutique financial planning as a Client Strategist until 2004 before moving to AXA. During this time, he further completed the Diploma of Financial Planning.
In 2005, Bao left AXA to create his own business through which he provided his technical knowledge to other financial advisors in the areas of Taxation, Wealth Accumulation, Investment, Centrelink, Retirement and Risk Management. He also helped develop financial plans for advisers.
Bao is very passionate in helping people to better understand their financial position and resources in order to work toward achieving their goals. Due to this, in 2013 Bao decided to transition into the role of a financial adviser.