ZACHARY KANE TRINNICK
Financial Adviser · Albury, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University
2000 - Bachelor of Economics - Bachelor Degree (AQF 7) - Australian National University
2011 - Chartered Financial Analyst - Masters Degree (AQF 9) - CFA Institute
2018 - Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
ℹ️ 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.