Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
During the past 20 years Trevor has held a variety of roles including financial adviser and managerial roles in both para-planning, compliance and superannuation administration. In 1992, Trevor gained his Certified Financial Planner® certification.
As a Private Client Adviser, Trevor’s role is to provide financial planning advice to clients, with the view that these clients have a close long term working relationship with Trevor so he can help them achieve their goals and aspirations. Trevor has a particular interest in superannuation and retirement planning areas and helps people plan successfully for their long-term goals and to manage any changes that come their way.
Away from work, Trevor enjoys spending time with his wife Lesley and their two children, Aimee and Matthew. He is also an avid Tennis player, becoming a tennis professional in his earlier days. For a number of years, Trevor was ranked No 1 in SA.