Financial Adviser · ALBURY, NSW

Zachary Kane Trinnick

ALBURY, NSW
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000423058

About Zachary Kane Trinnick

Zachary Kane Trinnick is a financial adviser based in Albury, New South Wales, with 14 years of experience in the financial services industry since 2012. Zachary is currently authorised under Focus Partners Financial Services, operating through Focus Partners. Zachary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Zachary's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Zachary is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Chartered Financial Analyst Institute (CFA Institute), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce
Australian National University
2000
Bachelor of Economics
Australian National University
2011
Chartered Financial Analyst
CFA Institute
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jul 2026 - Present Current
Feb 2023 - Present Current
Jan 2023 - Jan 2023 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Jun 2012 - Feb 2023 Ceased

Source: ASIC Financial Advisers Register