Shaun Trimnell-Ritchard
Financial Adviser
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About
Shaun Trimnell-Ritchard is an ASIC-registered financial adviser dedicated to helping individuals and families in Beecroft, NSW, and beyond achieve their financial goals. With a career spanning over two decades, Shaun brings a wealth of knowledge and experience to every client relationship. He holds a Diploma of Financial Services (Financial Planning) from ThreeSixty (2003), a certification in Margin Lending from MLC Three Sixty (2011), an Advanced Diploma of Financial Planning from Mentor Education (2016), and completed the Accredited Listed Product Adviser Program at Kaplan Professional (2020). As a member of the Financial Advice Association of Australia (FAAA), Shaun adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He is particularly passionate about guiding clients through retirement planning, ensuring they can look forward to a secure and comfortable future. Shaun's expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Shaun Trimnell-Ritchard today to schedule a consultation and discover how he can help you achieve your financial dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Shaun Trimnell-Ritchard offer?
Shaun Trimnell-Ritchard provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Shaun Trimnell-Ritchard's qualifications?
Shaun holds a Diploma of Financial Services (Financial Planning), certification in Margin Lending, an Advanced Diploma of Financial Planning, and completed the Accredited Listed Product Adviser Program. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Shaun Trimnell-Ritchard approach financial planning?
Shaun takes a holistic and personalised approach to financial planning, tailoring strategies to meet each client's unique circumstances, goals, and risk tolerance. He focuses on building long-term relationships based on trust and transparency.
What can I expect during my first consultation with Shaun?
During your initial consultation, Shaun will take the time to understand your financial situation, goals, and concerns. He will then explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Shaun is the right financial adviser for you.
Is Shaun Trimnell-Ritchard an ASIC-registered financial advisor?
Yes, Shaun Trimnell-Ritchard is an ASIC-registered financial advisor, ensuring he meets the required regulatory standards and qualifications to provide financial advice in Australia.
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