Tram Truong
SMSF Manager
About Me
Professional Overview
Tram brings 20 years of experience in accounting and business services with a strong focus on SMSFs. Known for being enthusiastic about delivering clients-focused outcomes in the management of their SMSF needs, Tram is committed to delivering transparent, client-focused solutions that align with O’Brien’s holistic approach to financial wellbeing.
Qualifications & Experience
- Relevant degree or certification – Bachelor of Business (Accounting)
- Professional memberships – CA ANZ
- Notable career milestones / specialised training or areas of expertise – SMSF Training
Personal Approach
With a passion for achieving outcomes based on clients’ best interest and building lasting client relationships, Tram believes in commitment to grow her skills and knowledge through practical experience and client engagement. Tram takes pride in leading the SMSF team to deliver outcomes to meet clients’ needs.
Beyond the Desk
Outside of work, Tram enjoys spending time with her family, playing in the Eltham Orchestra’s Beginners’ String group and involving in the Vietnamese Choir in the Holy Name Catholic Church Preston East, which helps bring balance and perspective to her professional life.