Alan Tran

Senior Mortgage Broker

About me

Alan is here to help you achieve your finance and lending goals as part of the Platinum team.
Every client has a unique situation and the focus is finding solutions that meet that need
Alan Tran founded Awareness Financial Solutions in 2019 and has 10 years of extensive experience in the financial services industry. His clients range from first home buyers, to self-employed and business owners, savvy investors with complex structures and self-managed super funds.
The focus is to provide a great customer experience, by listening to clients and finding a solution that best suits their financial goals. Mortgage broking is more than sales and the art of mortgage brokering is found in the finer details of credit policy which makes the process smooth and reduces the stress for clients.
Our business DNA is based on two concepts Triple bottom line and Kaizen principles
Triple bottom line is an accounting value system that reviews the performance of People, Planet, and Profit, where most businesses only use profit as a measure of performance.
Kaizen is a Japanese term for constantly improving and we have adapted that principle into our business and look to improve the overall processes of the operation.
Embark on a journey as we unveil our story of passion and dedication in the finance world. From our humble beginnings to becoming a trusted name nationwide, discover how our unique approach sets us apart. Let's redefine finance with tailored solutions that cater to your every need.
Join us as we navigate the intricate landscape of lending and finance solutions, paving the way for a brighter financial future. Together, we'll achieve greatness through innovation and a commitment to excellence.

Kind Regards

Alan Tran

Senior Mortgage Broker and Director

P: 0415568048

E: [email protected]

W: awarenessfinancialsolutions.com