Angus is a Senior Financial Advisor at Trinity Financial Advisory, where he helps people enhance their lives by making smart decisions with their money.
Angus is a skilled financial professional who relishes the opportunity to listen, research and map strategies to help people achieve their financial goals – whether it be buying their first home, building an investment portfolio, planning for a comfortable retirement or saving for their children’s education.
Angus’ primary objective is to understand a client’s circumstances to help guide them through the most effective methods of achieving their goals.
Angus is authorised to provide advice for, and deal in, the following classes of financial products: Basic and Non - Basic deposit products; Debentures; Stocks; Bonds; Life Insurance; Managed investment schemes; Superannuation; Self - Managed Superannuation funds; Securities and Tax (financial) Adviser.
Angus has a Master of Commerce (Financial Planning); Bachelor of Commerce (Finance) and a Diploma and Advanced Diploma of Financial Planning.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
Trinity Financial Advisory
Level 23, 500 Little Collins StMelbourne, VIC 3000
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Sentry Advice Pty Ltd
AFSL 227748