James Tran in Perth works at Investment and Financial Partners Pty Ltd (Director & Principal Consultant) and was educated at SMSF Professionals’ Association of Australia (SPAA).
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Investment and Financial Partners Pty Ltd
Jan 2010
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Present
Director & Principal Consultant
Moore Australia Financial Services Pty Ltd
Jan 2006
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Present
Director / Principal Consultant
Godfrey Pembroke Ltd
Jan 2002
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Dec 2005
Financial Consultant
SMSF Professionals’ Association of Australia (SPAA)
2014
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2014
SPAA Specialist Accreditation Program, SMSF Specialist Advisor™. Self Managed Superannuation
Stanford University Graduate School of Business
2012
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2012
Strategic Leadership Program. Leadership
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AT INVESTMENT AND FINANCIAL PARTNERS PTY LTD