Thi (Anna) Tran

Thi (Anna) Tran

About Me

I am a senior financial adviser within the Emerald
Private Wealth team. With 21 years’ professional
experience within the financial services industry,
providing me with a solid foundation in
understanding the importance of each step in the
financial planning process, a process that starts with
early planning for a secure financial future. I am
committed to delivering sound investment strategies
tailored to personal goals.
My passion is providing financial peace of mind, and
part of my work involves pro bono financial advice to
the Cancer Council and MS Society.
Backed by a team of leading research analysts,
Emerald Private Wealth clients have access to a
range of leading Australian and international fund
managers as well as listed investments. My team
and I are committed to building long-term
relationships with our clients by providing them with
professional advice and personalised ongoing
service.

Areas of Focus

  • Aged care
  • Divorce
  • Employment changes
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Ri Advice Group Pty Ltd