Van Trinh

Sunrise Financial Planning

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.


  • 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 4.88
  • Number of reviews 2
  • 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
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892