Financial Adviser
· SUNSHINE, VIC
Triet Tan Le
No disciplinary history on record with ASIC
SUNSHINE,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000384119
About Triet Tan Le
Triet Tan Le is a financial adviser based in Sunshine, Victoria, with 16 years of experience in the financial services industry since 2010. Triet is currently authorised under Synchron Advice. Triet holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Triet's qualifications include a Master of Business Administration from Australian Institute of Business. Triet is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Investment Banking Institute (IBI)
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2017
Advanced Diploma of Financial Planning
Integrity Education Group
2018
Master of Business Administration
Australian Institute of Business
2025
Master of Financial Planning
Griffith University