James Tran's Background
James Tran'

James Tran

Finance & Mortgage Broker

Claremont Financial

5.0 ( 21 Reviews)

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About James Tran

James Tran brings over a decade of experience in the finance industry to Claremont Financial. His career spans major Australian financial institutions including CBA, NAB, and Bankwest, where he developed a deep understanding of lending and customer-focused finance solutions.

For the past seven years, James has held senior roles at leading mortgage aggregation group AFG. His outstanding performance earned him accolades such as Business Relationship Manager of the Year at AFG in 2020 and 2021.

Most recently, he held the position of National Sales Manager within AFG Home Loans’ white label lending division, where he led the distribution team responsible for delivering tailored lending solutions to AFG’s network of over 4,000 brokers.

James’ extensive industry knowledge covers all facets of lending, from residential and investment loans to complex credit structures. As a seasoned property investor, he brings a practical, strategic perspective to every client interaction, helping them navigate the lending landscape with confidence and clarity.

James holds a Bachelor of Commerce from Monash University with a double major in Finance and Marketing.

Reviews for James Tran

5.0

21 Reviews

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Jill Blackman

James and his team at Claremont Financial made our experience of refinancing our home loan super easy and positive. My partner and I are both limited in our finance knowledge and James explained everything to us in easy to understand terms and answered all of our questions in a way that made us feel respected and never judged. He gave us great refinance options, advocated on our behalf for an amazing rate and has saved us hundreds of dollars a month on our home repayments. He also showed us how to set up our spending/saving accounts to maximise our offsets. They kept us in the loop when there was delays with the banks processes and made the whole process super straight forward. 10/10 - definitely recommend

Dylan Hamilton-Ho

From start to finish my wife and I were looked after by James and the Claremont team. James provided us with clear options in regards to our borrowing capacity and his communication was always quick. We were able to get the house we wanted and it’s all thanks to James and his team at Claremont. Would 100% recommend!

Jack Williams

We received terrific support and advice from James and Lauren and highly recommend Claremont Financial.

Alex Douglas

Having worked in the mortgage industry myself for many years, this is a seriously good outfit to work with. Professional, responsive, and get the outcomes you need. James, Lauren, and the Claremont team were fantastic to work with. They seamlessly helped us purchase our family home, always available and responsive. They kept us well informed throughout the process, and got us the best deal. Couldn't recommend them highly enough for anyone looking to make a purchase or refinance their loans.

Sharne Westblade

I cannot recommend James and Lauren at Claremont Financial highly enough. This was my second time using a broker to buy a home, and the difference was night and day. They made the entire process incredibly easy. I was quite nervous going into this process by myself, but James and Lauren at Claremont Financial answered all my questions and gave me great insights that helped me feel confident in my decisions. Their responsiveness and customer service are outstanding, I felt truly supported. 100% would recommend!

Sharne Westblade

I cannot recommend James and Lauren at Claremont Financial highly enough. This was my second time using a broker to buy a home, and the difference was night and day. They made the entire process incredibly easy. I was quite nervous going into this process by myself, but James and Lauren at Claremont Financial answered all my questions and gave me great insights that helped me feel confident in my decisions. Their responsiveness and customer service are outstanding, I felt truly supported. 100% would recommend!

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