Sebastian Tran

With over 15 years’ experience in financial services, Sebastian brings a thoughtful, detail-driven approach to paraplanning and financial planning operations. Having started in client-facing advice roles, he offers a strong understanding of both the technical and practical aspects of advice delivery, with a growing focus on data, reporting and process improvement.

Sebastian supports the advice team across paraplanning, compliance and stakeholder reporting, and enjoys streamlining workflows through smart use of technology. He has hands-on experience with Statements of Advice, superannuation regulation and various financial planning softwares including COIN and MidWinter AdviceOS, alongside advanced skills in Excel, Power Query and Power BI.

Outside of work, Sebastian enjoys staying active through soccer, swimming, running and racket sports, and loves travelling and exploring new places. Known for reliability, precision and a collaborative mindset, Sebastian is passionate about contributing to a close-knit team and delivering high-quality, client-focused outcomes.