Tina Tran

Experience

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  ANZ

  Dec 1991 - Mar 1993

  Teller and Customer Service

  Part time teller whilst studying full time at university.Handling over the counter cash and cheque transactions

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  Avco Access Ltd

  Mar 1993 - Jul 1997

  Branch Manager

  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. Show less

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  AMP Solutions (Melbourne)

  Jan 1998 - Jun 1999

  Financial Adviser

  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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  State Super Financial Services Australia Ltd

  Sept 1999 - Apr 2008

  Financial Planner

  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.

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  Career

  Apr 2008 - Nov 2010

  Break

  Career break

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  State Super Financial Services Australia Limited

  Dec 2010 - Mar 2013

  Manager, Training and Development

  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.

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  University of Western Sydney

  Jul 2012 - Dec 2012

  Lecturer - Retirement Planning -1 Semester

  Lecturer Retirement Planning subject within the School of Law. Delivering the course material and student assessments.

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  Industry Fund Services

  Jul 2013 - Jun 2014

  Member Education Consultant / Financial Planner for Commonwealth Super Corporation (1 year Contract)

  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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  Australian Catholic Superannuation

  Jul 2014 - Mar 2023

  Financial Adviser

  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 Show less

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  Sufficient Funds - Women in Finance **Employer of the Year**

  Sept 2024 - now

  Financial Adviser

  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. Show less