About Me

When providing financial advice, Trudy's highest priority is to understand you and your life. That way, her focus will always be on your financial needs and goals.Trudy is a Certified Financial Planner with 15 years experience and prides herself in delivering good quality financial strategies with excellent outcomes for her clients.Trudy can help you plan your future with professional advice in the following areas:SuperannuationPre Retirement strategiesPersonal Risk InsuranceCentrelink adviceRedundancySavings and Wealth Creation StrategiesTrudy also has access to a range of quality financial products from a selection of leading Australian and International Providers.Trudy will offer you the sort of 'straight talk' and genuine service you will appreciate.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Guideway Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®