Who we are!

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About Triumph Financial Services

Triumph is an integrated financial services company, providing holistic financial planning advice. Having extensive experience allows our financial planner to tailor a financial plan to your specific needs both personally and professionally.

Your Triumph Financial Planner is a representative of Triumph Financial Services, a member of the Financial Planning Association of Australia (FPA). As members of the FPA, Triumph financial planners are committed to meeting a high standard of professional conduct as outlined in the FPA Code of Ethics. Our financial planners have undertaken the mandatory training relating to the provision and knowledge of financial planning, and can provide specialist advice on a range of financial matters. They are also required to continually update their knowledge through regular training.

 

Triumph Financial Services ABN 33 106 593 926, AFSL 240775

 

About our director

Marc Weininger- Director

Certified Financial Planner

Representative, Triumph Financial Services Pty Ltd

 

Marc has had over 26 years experience in the financial services industry being exposed to various aspects of financial markets, investment banking and financial planning.

In addition to being a Certified Financial Planner, Marc has also completed a Diploma of Financial Planning, is a graduate of the Co Op Scholarship Bachelor of Accounting and a Masters Degree in Finance. This puts Marc in a great position to provide solid, sound and sustainable advice to clients.

 

As part of the Triumph team, Marc has the knowledge and experience to assist you in planning for your financial security and independence. Marc is able to use the knowledge and experience of other professionals and services within the industry and undertakes continual training to ensure you get the most current information available. This will enable Marc to look comprehensively at your options to meet your particular needs.

 

Marc and his team launched Triumph in a bid to provide clients with niche financial services specifically for their needs. With dedication to helping clients fulfil their financial dreams, Marc and his team provides the highest quality professional advice in a friendly and professional manner tailored especially to your needs.