Summary

Trish’s passion for all things numbers started from a young age when she used to reconcile her parent’s credit card statements for fun. This has continued into adult life where Trish discovered that preparing and refining her own personal budget got her heart racing. Trish has seen firsthand the impacts of poor money management and is a strong believer that knowledge is power when it comes to managing your personal finances. Achieving your financial goals and reducing money related stress is complicated and Trish's expert knowledge can assist you to achieve your financial best. Trish loves helping her valued clients (who quickly become friends!) to achieve financial certainty.

Focus Areas

• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

ADFP - Advanced Diploma of Financial Planning

GradCertFP