Financial Adviser · BEECROFT, NSW

Shaun Trimnell-ritchard

BEECROFT, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000277565

Currently at

Shaun Trimnell-ritchard Financial Planning

Melbourne, VIC (firm address)

View firm profile

Shaun Trimnell-ritchard is a financial adviser based in Beecroft, New South Wales, with 23 years of experience in the financial services industry since 2003. Shaun is currently authorised under Capstone Financial Planning, operating through Shaun Trimnell-ritchard Financial Planning. Shaun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shaun's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Shaun is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Services (Financial Planning)

ThreeSixty

2011

Margin Lending

MLC Three Sixty

2016

Advanced Diploma of Financial Planning

Mentor Education

2020

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Feb 2021 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

GWM ADVISER SERVICES PTY LTD

Jul 2004 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register