Trina Lynn Dooley
Financial Adviser in Dickson, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001809
- Location
- Dickson ACT 2602
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 15 July 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce (Banking & Finance), University of Canberra (1997); Diploma of Financial Planning (DFP1-8), Financial Planning Association of Australia (2002); Self Managed Superannuation Funds, Tribeca (2004); Margin Lending and Geared Investments, Kaplan (2011); FPC002B, Kaplan Higher Education (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Trina Lynn Dooley
On the Financial Advisers Register kept by ASIC, Trina Lynn Dooley appears as a current financial adviser in Dickson, Australian Capital Territory, adviser number 001001809.
Trina provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 15 July 2019.
The register records 2003 as the year Trina first provided financial advice. The qualifications listed for Trina include Bachelor of Commerce (Banking & Finance) (University of Canberra, 1997), Diploma of Financial Planning (DFP1-8) (Financial Planning Association of Australia, 2002) and Self Managed Superannuation Funds (Tribeca, 2004). Trina 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.
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Questions people ask
Is Trina Lynn Dooley a registered financial adviser?
Yes. Trina Lynn Dooley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001809.
Which licensee does Trina Lynn Dooley work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Trina Lynn Dooley 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.