Cindy Tran

Wealth Elements

Silver
2 Yrs Experience
Howrah, TAS 7018

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We 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

  • Adviser status Silver
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Wealth Elements

1, 9 Coventry Rise
Howrah, TAS 7018

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Elementsfp Pty Ltd

AFSL 460778