about us

We Are Serious About Your Financial Success
Sunrise Financial Planning is a Private Wealth and Financial Advice business licensed as a Corporate Authorised Representative 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.

OUR VISION

Our vision is to be the leading private wealth firm in delivering holistic advice to make our clients and communities better off. Our business is built on trust, reliability, and genuine care for our clients. 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 MISSION

Our mission centres on a commitment to excellence in the provision of holistic advice for the community. We aim to consistently exceed the expectations of our clients. We are committed to providing quality advice whilst ensuring it is cost effective and delivered in a timely manner.

OUR core Values

TRUSTWORTHINESS
We act in good faith with integrity and honesty in all our professional dealings.
Competence
We have knowledge, skills and experience necessary to provide advice to our clients. We assess your goals/objectives with regard to your individual needs, priorities, circumstances and preferences, expressed or implicitly identified as the subject matter of the financial advisory engagement.
Honesty
We conduct ourselves with complete integrity in all our professional dealings with clients and with all others that we engage with in a professional setting. We act with transparency, frankness and fairness to each of our clients, even where this may cause us personal detriment.
Fairness
We bring professional objectivity to the task of engaging our clients professionally, and when recommending financial products and professional services, we properly investigate, evaluate and diagnose a client’s need for professional services, and to self-reflect on the limits of our professional competency.
Diligence
We realise and promote the value of diligence. We perform all professional engagements with due care and skill while managing our time and resources to deliver professional services in a timely, efficient and cost effective way to each client.

Our adviser

van trinh

Principal Adviser (M.fin, B.it, AD.fp, D.mb, SMSF)
Van is the Principal Financial Adviser and Founder at Sunrise Financial Planning. Van loves to engage with his clients and listen to their unique stories and helps them to pinpoint what is important, uses his expertise to develop tailored financial strategies to help them achieve their financial goals. Started career as a Financial Adviser since 2013, Van has extensive experience in giving advice in relation to self-managed superannuation funds (SMSF), retail/industry superannuation, investments, retirement planning, insurance, Centrelink and Estate Planning. He holds a Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and have passed the FASEA exam which makes him qualified to provide Financial Advice into the future. Van also hold a Diploma of Financial Services (Mortgage Broking) and many other relevant qualifications. Van is an active voting member of the Financial Advice Association Australia (FAAA).