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Angus Dowling

Trinity Financial Advisory

Bronze
8 Yrs Experience
Melbourne, VIC 3000

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Trinity Financial Advisory

Level 23, 500 Little Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Sentry Advice Pty Ltd

AFSL 227748