TRINA LYNN DOOLEY

Financial Adviser ยท Dickson, ACT

Registered

Registration Number

001001809

Registration Status

Registered

Location

Dickson, ACT 2602

Providing Advice Since

2003

Registration Date

15/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

1997 - Bachelor of Commerce (Banking & Finance) - Bachelor Degree (AQF 7) - University of Canberra
2002 - Diploma of Financial Planning (DFP1-8) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2004 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Tribeca
2008 - CFP - Professional Designations - Financial Planning Association
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan
2022 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.