Financial Adviser · GEELONG, VIC

Adrian Trinchera

10 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001241366

Adrian Trinchera is a financial adviser based in Geelong, Victoria, with 10 years of experience in the financial services industry. Adrian is currently authorised under Financial Index Australia Pty Ltd. Adrian 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 Bachelor of Commerce (Majoring in Financial Planning and Finance) from Deakin University. Adrian 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

Restrictions: Excluding LRBA's.

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce (Majoring in Financial Planning and Finance)

Deakin University

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Financial Index Australia Pty Ltd

Nov 2023 - Present Current

Excluding LRBA's.

Findex Advice Services Pty Ltd

Nov 2023 - Present Current

Excluding LRBA's.

Fortnum Private Wealth Ltd

Mar 2021 - Sep 2023 Ceased

Not SMSF

Commonwealth Financial Planning Limited

Apr 2016 - Feb 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register