Andrew Paul Trinick
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312997
- Location
- Shepparton VIC 3630
- Licensee
- Insight Investment Partners Pty Ltd (AFSL 368175)
- Authorised since
- 1 October 2021
- First provided advice
- 2000
- Qualifications
- Graduate Certificate in Management, Charles Sturt University (1997); Margin Lending & Geared Investments, Kaplan (2010); SMSF Specialist Advisor, SMSF Association (2011); ASX Accredited Listed Product Adviser, Kaplan (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2019)
- Memberships
- FINSIA; SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Paul Trinick
Andrew Paul Trinick is a financial adviser in Shepparton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000312997.
Andrew provides advice as an authorised representative of Insight Investment Partners Pty Ltd, which holds Australian financial services licence 368175. That authorisation dates from 1 October 2021.
According to the register, Andrew first provided financial advice in 2000. Qualifications and training on file include Graduate Certificate in Management (Charles Sturt University, 1997), Margin Lending & Geared Investments (Kaplan, 2010) and SMSF Specialist Advisor (SMSF Association, 2011). Professional memberships recorded: FINSIA and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Paul Trinick a registered financial adviser?
Yes. Andrew Paul Trinick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312997.
Which licensee does Andrew Paul Trinick work under?
Insight Investment Partners Pty Ltd, Australian financial services licence 368175.
What can Andrew Paul Trinick 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; standard margin lending.