Financial Adviser
· DICKSON, ACT
Trina Lynn Dooley
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001809
Trina Lynn Dooley is a financial adviser based in Dickson, Australian Capital Territory, with 23 years of experience in the financial services industry. Trina is currently authorised under Fortnum Private Wealth Ltd. Trina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from Financial Planning Association. Trina is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce (Banking & Finance)
University of Canberra
2002
Diploma of Financial Planning (DFP1-8)
Financial Planning Association of Australia
2004
Self Managed Superannuation Funds
Tribeca
2008
CFP
Financial Planning Association
2011
Margin Lending and Geared Investments
Kaplan
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register