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Lisa Tran currently serves as Operations Manager at Perpetual Limited since February 2021, having previously held the role of Paraplanner. Prior to this, Lisa Tran was self-employed as a Paraplanner from January 2020 to February 2021. From May 2016 to January 2020, roles included Client Services Manager and Financial Adviser Assistant at Adroit Insurance & Risk. Educational qualifications consist of a Bachelor of Business (Economics & Finance) from RMIT University and a Diploma of Financial Planning from Integrity Education Group.