Bao Tran

Haywood Financial Management & Partners

Silver
9 Yrs Experience
Richmond, VIC 3121

Recent reviews

Haywood Financial Management & Partners

The Loft, 229 Lennox Street
Richmond, VIC 3121

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 6
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.90
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.50

"Boa has been my Superannuation Financial Planner for 10 years or so and have built a good relationship and trust. Boa is an astute professional Financial Planner who is honest, reliable, patient, respectful and a good listener. Bao is diligent and knowledgeable , well organized and prepared for our bi-yearly review on the Super status. He allows plenty of time explaining the outcome of his plan and demonstrate confidence and achievements in his reports. I have confidence in Boa handling my affairs, knowing that he keeps himself up to date through Professional Development and attending seminars etc. on matters relating to his profession. Therefore I have no hesitation recommending Bao to anyone needing Super or Financial Advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the years I have received advice in the above named areas and Bao always clarified things to me before taking action. He is very knowledgeable in his field and I trust him with my biggest assets as I trust he has my best interest at heart. I would recommend Bao to anyone who needs financial advice!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"BAO has given us advice in areas including Self Managed Super Funds, small business management and personal finances. He is able to assimilate information, strategise and explain things to us in a clear way. Through BAO's knowledge and experience, we feel comfortable and very confident that the advice given was right for our needs. We always receive his full care and attention when needed, irrespective of the time'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bao, is willing to go the extra mile, listen and give sound advice when requied. Bao, has a sound background in Financial Planning and I am confident he has my best interest at heart by provide general information and tools to help me manage my money and make financial decisions."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being Bao's client over 6 years we have always felt comfortable with his advice, especially his focus on strategies to deliver lower tax for us. We don't know how he does it but our investments have more than doubled during this period. We are very happy with Bao and more than happy to recommend to anyone."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gets it right first time every time over the years. 10 out of 10"

  • Government Assistance
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2000

Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2013

Diploma of Financial Services (DFP 1-8) (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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