Financial Adviser
· SUNSHINE, VIC
Van Trinh
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005029
Van Trinh is a financial adviser based in Sunshine, Victoria, with 13 years of experience in the financial services industry. Van is currently authorised under Lifespan Financial Planning Pty Ltd. Van 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 Master of Finance from RMIT University. Van 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
2011
Master of Finance
RMIT University
2013
Diploma of Financial Planning
International Institute of Technology
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Self Manged Superannuation Funds
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
GOLDEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register