Adrian Trinchera

Findex Advice Services Pty Ltd

Gold
8 Yrs Experience
Geelong, VIC 3220

I have been a financial adviser for five years, worked in the financial advice industry since 2016 and have worked in banking & finance since 2010. The most rewarding part of my financial advice career so far has been the ability to assist clients with a cumulative total of approx. $2 million worth of personal insurance claims, across circumstances such as death, disability, injury and illness. Creating a financial contingency plan is something I continue to be a strong advocate towards as my experience grows. Financial advice will play a significant role in most Australians' lives at some point in time. With adviser numbers shrinking in their thousands across the country since 2018, and the continued increase in our population, the need for advice has only grown.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning & Finance)
  • Language spoken
    • English

Findex Advice Services Pty Ltd

Level 2, 235 Ryrie St
Geelong, VIC 3220
175 Bromfield St
Colac, VIC 3250
5, 4-6 Gilbert St
Torquay, VIC 3228

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Index Australia Pty Ltd

AFSL 240559

Findex Advice Services Pty Ltd

AFSL 243253