Hi, I’m Cindy Tran, a Financial Adviser based in Brisbane. I have been in the financial services industry since 2011, working with individuals, families and high net worth families in all facets of their financial needs.
I’m passionate about helping clients achieve their financial goals and believe that everyone should have a financial plan - no matter your age, background, or life stage.
With a positive and empathetic approach, I take the time to understand each client’s unique circumstances, values, and aspirations. I work alongside clients to build long-term relationships based on trust, transparency, and shared success.
Life can be unpredictable, and in an ever-changing world, having a financial adviser by your side is more important than ever. I help clients adapt their goals and strategies as their lives evolve, ensuring their financial plans remain relevant, resilient, and aligned with what matters most to them.
Financial planning is especially powerful when you start early. Setting clear intentions around your financial and personal goals can lay the foundation for long-term success and peace of mind. Whether you're planning for the future, navigating change, or simply seeking clarity, I’m here to support you with practical guidance, genuine care, and a commitment to helping you thrive—now and into the future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe understand that financial planning is deeply personal, and finding the right person to support you on your journey is incredibly important. That’s why we offer an initial obligation-free consultation—so you can get to know us, ask questions, and explore how we can help, without any pressure or upfront cost.
At a glance
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Adviser status
Silver
- First year providing advice 2023
- Years of experience 2
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Wealth Elements
1, 9 Coventry RiseHowrah, TAS 7018
Meeting methods
- Phone
- Video call
Licensed by
Elementsfp Pty Ltd
AFSL 460778