Director & Financial Adviser | Retirement, Superannuation, Investment, Insurance Specialist@ Sunrise Financial Planning
Melbourne, Victoria, Australia
Van Trinh
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FlashIntel GPTVan Trinh is an experienced adviser with 19.2 years of work experience in investments, investment properties, real estate, and portfolio management. Based in Melbourne, Australia, Van Trinh is skilled in valuation, due diligence, property management, residential mortgages, credit, real estate transactions, real estate development, property, banking, negotiation, financial planning, and insurance. With a passion for engaging with clients, Van Trinh excels in developing tailored financial strategies to help them achieve their financial goals. Van Trinh has worked at Sunrise Financial Planning, ANZ, Ray White, and ANZ, gaining valuable experience in the financial services industry.
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About
I am an experienced adviser who loves to engage with my clients. I enjoy helping them to pinpoint what is important and use my expertise to develop tailored financial strategies to help them achieve their financial goals.
Work Experience
Director & Financial Adviser | Retirement, Superannuation, Investment, Insurance Specialist
Financial Advisor
Financial Services
Van Trinh's Professional Milestones
- Financial Advisor (2020-07-01~): Provided strategic financial advice, ensuring profitability and improving clients' financial stability.
- Sales Consultant (2004-08-01~2006-07-01): Achieved record-breaking sales targets, driving revenue growth and building a high-performing sales team.
Education
Finance
1420070400-1420070400Skill
Investments
Investment Properties
Real Estate
Portfolio Management
Valuation
Due Diligence
Property Management
Residential Mortgages
Credit
Real Estate Transactions
Real Estate Development
Property
Banking
Negotiation
Financial Planning
Insurance
Certification
Other Named Van Trinh
Frequently asked questions
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Van Trinh works for Sunrise Financial Planning
Van Trinh's role in Sunrise Financial Planning is Director & Financial Adviser | Retirement, Superannuation, Investment, Insurance Specialist
Van Trinh works in the industry of Financial Services
Van Trinh's latest job experience is Director & Financial Adviser | Retirement, Superannuation, Investment, Insurance Specialist at Sunrise Financial Planning
Van Trinh's latest education in Kaplan Professional
