|Name||Trina Dooley, CFP®|
|Address||132 Wattle Street
Lyneham, ACT 2602
|Phone||02 6262 5657|
|Mobile||0438 615 020|
Trina is a representative of Fortnum Private Wealth Ltd AFSL 357 306 and operates under Adamas Financial Pty Limited.
Trina has worked in various roles across the financial services industry since 1995, commencing in the banking industry in retail and business she then moved to financial planning where she has advised a range of clients (including private and public service executives, business owners, retirees, wealthy families, corporations) on how to build, protect and manage their wealth.
Trina established Adamas Financial to offer a truly personalised, responsive and proactive service to her clients.
She believes in building genuine,
honest and trusted relationships, and focuses on long term partnerships with clients, working with them through all stages of their wealth journey. Her approach is caring, honest and objective and she is passionate about helping clients achieve their financial goals and lifestyle aspirations. She provides professional tailored strategies and holistic solutions to suit each client’s unique situation, goals and objectives to deliver medium to long term results. Trina prides herself on maintaining the highest level of technical knowledge to deliver quality and specialist advice. She operates on a fee for service basis and ensures clients fully understand and agree to both the services they will receive and their costs.
Trina’s areas of expertise include:
- Personal Wealth accumulation and strategic advice
- Tax efficient pension planning
- Reviewing and restructuring investment portfolios
- Cashflow and debt management
- Asset protection and tax efficiency
Educational Qualifications and Professional Memberships
- Certified Financial Planner®
- Bachelor of Commerce (Banking and Finance)
- Diploma Financial Planning
- Member of Financial Planning Association of Australia
- FASEA - Has met the Exam Standard in accordance with Section 921B of the Corporations Act 2001 (Financial Adviser Number 001001809)