- Certified Financial Planner (CFP)®
It is extremely gratifying to being able to help clients at a time of excitement, complexity and nervousness to achieve their desired lifestyle in retirement.
Born and raised in Rhodesia (now Zimbabwe) and moved to South Africa, where Trevor was involved in the financial services since 1981, rising to Deputy General Manager of Africa Life, responsible for over 1,500 employees.
Emigrated to Australia in 1996 with a young family, and settled in Brisbane. Since then Trevor has held financial planning and management positions in the financial service and superannuation industries. Trevor is a Certified Financial Planner (CFP®), holds a Master of Business Administration (MBA), and a member of CPA Australia (CPA).
Trevor specialises in assisting clients with their retirement planning, and says, “It is extremely gratifying to being able to help clients at a time of excitement, complexity and nervousness to achieve their desired lifestyle in retirement”.
Interests include riding my motorbike, playing tennis and supporting Australia in all sports.