Shaun Trimnell-Ritchard
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277565
- Location
- Erina NSW 2250
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 3 February 2021
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), ThreeSixty (2003); Margin Lending, MLC Three Sixty (2011); Advanced Diploma of Financial Planning, Mentor Education (2016); Accredited Listed Product Adviser Program, 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, standard margin lending
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Shaun Trimnell-Ritchard
Shaun Trimnell-Ritchard is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000277565.
The licensee Shaun advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 3 February 2021.
According to the register, Shaun first provided financial advice in 2003. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (ThreeSixty, 2003), Margin Lending (MLC Three Sixty, 2011) and Advanced Diploma of Financial Planning (Mentor Education, 2016). Shaun 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Shaun Trimnell-Ritchard a registered financial adviser?
Yes. Shaun Trimnell-Ritchard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277565.
Which licensee does Shaun Trimnell-Ritchard work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Shaun Trimnell-Ritchard 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. It also records this restriction: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."