Van Trinh

I am delighted to provide this testimonial for Van Trinh who is more than a great adviser – he is an adviser with a clear plan to make the world a little bit better by making sure those who need help, get it but they get so much more. Van has been with Lifespan Financial Planning for almost 5 years coming from a bank environment to bravely start his own business, which is a testament to his calibre. Van has impressed us with his approach and his style which certainly help him to stand out from many others both at Lifespan and across the industry. Some advisers prefer to focus on a particular type of client or limit the type of advice they deliver to a narrow path, few offer a true one-stop financial solution which includes all aspects of financial planning and then also deliver on educating clients on all aspects of personal finance to meet the unique needs of his clients. And those that do, don’t do it like this. I love advisers who have the skill to tailor a plan that is aligned to the unique and extremely broad goals which clients present while also paying attention to the little details when it comes to implementation. Van is a true wealth expert, and he has impressed us as his AFSL (or licensee) as he has demonstrated incredible knowledge of the many products available which then support the strategies that can be used to get the best outcomes for clients together with the diverse structures (for tax purposes) in the always complex advice process. Doing so with appreciation for the strict compliance framework we must work within and all the things to be done to help our clients is not easy, but Van makes it look like it is. Well done Van and thanks for being part of our little family.