Quang Tran
Partner
Quang joined the Financial Services industry in 2001. With over 20 years’ experience in the industry, he has certainly seen it all. Originally in the Medical industry in Oncology, he brings another dimension to the team.
He has based his advice on strategic purpose for clients and with his added experience in Mortgage Broking, enables him to connect the financial jigsaw puzzle for clients.
“Everyone needs a Quang”
Experience
- Partner at KDM Financial and Estate Planning, 2023 – Current
- Managing Partner at 360 Degree Wealth Services, 2007 to 2023
- Managing Partner at 360 Degree Finance Services, 2019 to 2023
Qualifications
- Self-Managed Superannuation Funds at Mentor Education
- ASX Listed Products Accreditation at LPAC
- Diploma of Finance/Mortgage Broking Management at The National Finance Institute.
- Margin Lending and Geared Investments at Kaplan
- Diploma of Financial Planning at Tribeca
- Bachelor of Applied Science (MRT) at QUT.
Memberships
- Advice Practitioner of Financial Advice Association Australia (FAAA)
- Finance Brokers Association of Australia (FBAA)
- Commissioner for Declarations (Cdec)
