Financial Adviser
· SHEPPARTON, VIC
Andrew Paul Trinick
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312997
Andrew Paul Trinick is a financial adviser based in Shepparton, Victoria, with 26 years of experience in the financial services industry. Andrew is currently authorised under Insight Investment Partners Pty Ltd. Andrew 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 Advanced Diploma of Financial Planning from Kaplan Professional. Andrew is a member of FINSIA and SMSF Association.
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
Graduate Certificate in Management
Charles Sturt University
2010
Margin Lending & Geared Investments
Kaplan
2011
SMSF Specialist Advisor
SMSF Association
2012
ASX Accredited Listed Product Adviser
Kaplan
2019
Advanced Diploma of Financial Planning
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
PARAGON WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register