Van Trinh
Sunrise Financial Planning
Started financial planning career in 2013 after graduating from RMIT University, Van loves engaging with his clients to gain a better understanding on a personal level regardless of their background, knowledge or life stage. Van strives to build a long-term relationship based on trust and ensure the tailored, personal advice is delivered in a simple and friendly format so that his clients can understand, feel comfortable and make informed decisions.
Van holds Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and many other relevant qualifications. Van have passed the Financial Adviser exam and is currently an active voting member of the Financial Advice Association of Australia.
Expertise
My fees
We are happy to discuss alternative fee arrangements for clients looking for long term advice strategies.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2013
- Years of experience 11
-
Highest qualification
- Master of Finance
-
Languages spoken
- English
- Vietnamese
Sunrise Financial Planning
Level 4, 301 Hampshire RdSunshine, VIC 3020
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
-
In person
-
Phone
-
Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
