Adrian Trinchera
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241366
- Location
- Geelong VIC 3220
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 13 November 2023
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Majoring in Financial Planning and Finance), Deakin University (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excluding LRBA's.
- Tax (financial) advice
- Yes
- Register status
- Current
About Adrian Trinchera
Adrian Trinchera is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001241366).
The licensee Adrian advises under is Financial Index Australia Pty Ltd (AFS licence 240559). The register also lists Findex Advice Services Pty Ltd (licence 243253). That authorisation dates from 13 November 2023.
According to the register, Adrian first provided financial advice in 2016. Qualifications and training on file include Bachelor of Commerce (Majoring in Financial Planning and Finance) (Deakin University, 2016) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Adrian is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excluding LRBA’s.”
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Questions people ask
Is Adrian Trinchera a registered financial adviser?
Yes. Adrian Trinchera is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241366.
Which licensee does Adrian Trinchera work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Adrian Trinchera give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excluding LRBA's."