Zachary Kane Trinnick – Financial Adviser
Adviser identifying number: 423058
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 30/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: The trustee for H CHRISTENSEN FAMILY TRUST & The trustee for Keshmont Family Trust & The Trustee for MFC TRUST & The trustee for Redroar Family Trust & The Trustee for THE PLATINUM RED TRUST
Authorised Representative identifying number: 414812
Authorised Representative’s ABN: 65445313072
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – Australian National University
- Bachelor of Economics – Australian National University
- Chartered Financial Analyst – CFA Institute
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Chartered Financial Analyst Institute (CFA)
- Financial Planning Association of Australia (FPA)
Zachary Kane Trinnick is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation