Van Trinh

Sunrise Financial Planning

Gold
11 Yrs Experience
Sunshine, VIC 3020

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

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 4.92
  • 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 Rd
Sunshine, VIC 3020

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892