Van Trinh
About Me
I love engaging with my clients regardless of their background, knowledge or life stage. I value relationship with my client based on trust and strive to deliver advice in a simple and friendly format, easy to understand.
Started practicing Financial Planning since 2013, I hold Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and other relevant qualifications. I have passed the Financial Adviser exam and is currently an active voting member of the Financial Advice Association Australia.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Lifespan Financial Planning Pty Ltd