Trina Wood CFP®

Trina Wood CFP®

About Me

I have been working in the financial planning industry since 1999, as an adviser since 2004. Over the years I have seen good times and bad, survived a tech wreck and the GFC and learnt that there is more than one right answer to most situations. The key is understanding what my client wants, and tailoring the advice to best suit their needs and reach their goals.I love meeting with clients and talking about their situation. I use a combination of personal and professional experience to find the best solution to their problems or to improve their financial situation. I'm married with three beautiful daughters and understand the importance of making sure you do the very best with what you have for both your own and your family's success

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®