About Us
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We are serious about your financial success
Sunrise Financial Planning is a Private Wealth and Financial Advice business licensed as a Corporate Authorised Representative (No. 1282406) with Lifespan Financial Planning Pty Ltd (AFSL No. 229892).
Our goal is to provide tailored, personal advice in a simple and friendly format. We strive to ensure that, by building a long-term relationship based on trust and regardless of your background, knowledge or life stage; you will understand, feel comfortable and make informed decisions leading to achieving your financial goals.
Our business runs on a fee-for-services model. Our fee for advice is determined by the complexity of advice together with the amount of time and resources required. We are not affiliated with any product provider. We have no financial or any other interest; and receive no payments, commissions or benefits from any superannuation, pension or investment products that we may recommend to our clients.
- Trust
- Client focused
- Unbiased
- Knowledge
Van Trinh
Director/Financial Adviser (M.fin, B.it, AD.fp, D.mb, SMSF)
I am a Founder and Senior Financial Adviser at Sunrise Financial Planning who loves to engage with my clients and listen to their unique stories. They may want to go for a holiday, to protect their families if something happens, to ensure their kids have the best education, to pay off their mortgage early or to have a comfortable retirement. I really enjoy helping them to pinpoint what is important and use my expertise to develop tailored financial strategies to help them achieve their financial goals.
With over 10 years’ experience in the Financial Services and Banking Sector, I hold a Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and have passed the FASEA exam which makes me qualified to provide Financial Advice into the future. I also hold a Diploma of Financial Services (Mortgage Broking) and many other relevant qualifications. I am an active voting member of the Financial Planning Association of Australia.
Away from work, I enjoy being a dedicated volunteer photographer for my family, going to the gym and playing soccer on the weekends.
With over 10 years’ experience in the Financial Services and Banking Sector, I hold a Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and have passed the FASEA exam which makes me qualified to provide Financial Advice into the future. I also hold a Diploma of Financial Services (Mortgage Broking) and many other relevant qualifications. I am an active voting member of the Financial Planning Association of Australia.
Away from work, I enjoy being a dedicated volunteer photographer for my family, going to the gym and playing soccer on the weekends.
