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Biography
A fluent speaker of Vietnamese, Kenny Tran enjoys the challenge of being a tax accountant who assists clients in achieving ambitious financial goals. Prior to joining Calibre, Kenny had over 13 years’ experience at the Commonwealth Bank as a Private Wealth Manager providing wealth accumulation and advisory services to high net wealth individuals.
Areas of Expertise
- Personal financial planning
- Advice on investment and superannuation products
Education
- Advanced Diploma in Financial Services (Financial Planning)
- Certificate IV in General Insurance Underwriting
- Graduate Certificate in Finance
- Masters in Business & Finance
- Accredited risk insurance writer