Van Trinh
Financial Adviser in Sunshine, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005029
- Location
- Sunshine VIC 3020
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 6 July 2020
- First provided advice
- 2013
- Qualifications
- Master of Finance, RMIT University (2011); Diploma of Financial Planning, International Institute of Technology (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2016); Self Manged Superannuation Funds, Kaplan Professional (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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 Van Trinh
On the Financial Advisers Register kept by ASIC, Van Trinh appears as a current financial adviser in Sunshine, Victoria, adviser number 001005029.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 6 July 2020.
The register records 2013 as the year Van first provided financial advice. Qualifications and training on file include Master of Finance (RMIT University, 2011), Diploma of Financial Planning (International Institute of Technology, 2013) and Advanced Diploma of Financial Planning (Kaplan Professional, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Van is authorised to advise 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 Van Trinh a registered financial adviser?
Yes. Van Trinh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005029.
Which licensee does Van Trinh work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Van Trinh 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.