Our People
Alex Tran
Paraplanner
Bio
Alex has been in financial services for over 20 years. He is an experienced paraplanner and plays a key role within VFS in advice delivery. Alex works closely with the advisers in constructing statements of advice for clients. He places high importance on service and has a deep knowledge of the implementation process, ensuring the client experience is first class. Along with advice development, Alex also works closely with clients when establishing and implementing insurances.
Education Qualifications
- Diploma of Financial Planning
Experience & Memberships
Area of Expertise
Your Complete Wealth Management Partner
Speak to us today to discuss your personalised financial strategy and discover how our expert team can help you achieve your goals.
