About Green Associates
We are a leading Charter Financial Planning practice, which has been operating in the financial planning industry since 1989. Our principals have decades of experience and are ready to help you achieve your goals.
We have experienced significant growth over this period of time. However, we have and will always have a strong client focus and personalised service. We offer individual clients, small to medium enterprise and corporate clients at all levels straight forward advice and service that encompasses high-level planning to suit their needs.
We understand that not one size fits all, which is why every new client journey starts with a discovery session with one of our senior advisers. This part of our process and is a tried and proven way to get the best results for our clients.
We start by getting to know you and help you to understand where you are now and what has to be done to get you where you want to go. From there we create a tailored plan and ensure that you have everything in hand to meet your goals.
We are one of a select few practices to be awarded Certified Quality Advice Practice status, by Charter Financial Planning. This program sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification and proven success in meeting the needs of clients.
We are members of a number of professional associations such as; Financial Advice Association Australia(FAAA), Australian Institute of Company Directors (AICD), Tax Practitioners Board (TPB) and Financial Brokers Association of Australia (FBAA).
Craig was something of a wunderkind when he started in the financial business some 20 years ago. Back then it was all about insurance, but Craig understood the changing market, and took the time to understand the technical aspects of strategy and portfolio construction.
He has spent his career flexing those skills to build bigger, better, and stronger portfolios for his clients.
As a Tottenham Spurs fan, you could say Craig is now in the Harry Kane category of the financial world. He has honed his predatory instinct in front of goal – and with credentials like Certified Financial Planner (CFP) Graduate of the Australian Institute of Directors (GAICD) Masters of Financial Planning (MFinPlan) – he will score major goals for you!
Trina is a Certified Financial Planner and has been in the Financial Planning industry since 1999. As a natural high achiever, she juggled further studies with motherhood and a thriving career to attain a Master of Financial Planning in 2018.
Trina leverages her big-picture, strategic thinking to find solutions that best fit her clients’ needs and wants – and her love for solving puzzles doesn’t stop there, she has a collection of board games that is 100-strong.
Trina is dedicated to truly understanding her client’s personality and financial habits so she can tailor advice to help them reach their goals.
Stuart is one of our extraordinary financial planners and directors at Green Associates. With a genuine passion for assisting individuals and business owners, Stuart loves guiding them through the maze of personal and financial challenge.
As a Certified Financial Planner, he proudly offers comprehensive advice that covers all areas of expertise. Armed with a Master of Professional Accountancy, along with being a Chartered Tax Adviser and registered tax agent, Stuart brings a wealth of knowledge to the table.
And here’s a little secret—when Stuart is not plotting financial strategies or on his early morning 50+km rides, he secretly enjoys watching “Teen Titans” with the kids!
Stuart’s commitment to an active lifestyle, including running, playing tennis, and cycling regularly, mirrors his dedication to serving clients. He uses his expertise and enthusiasm to empower clients, ensuring they have the tools to conquer their financial goals and emerge victorious.
With Stuart as your financial partner, you can expect a blend of expert guidance, an easy approach, and a shared love for unexpected adventures. Together, you’ll navigate the financial landscape, tackle challenges head-on, and create a future that’s both prosperous and filled with joyous moments.
How do we work
We have a tried, tested and proven process that has been getting our clients results since 1989.
Getting to Know You Questionnaire
We don't want to waste your time, so we get as much information as possible before you come in to meet with us. This way you'll have a much more meaningful experience your first visit.
In this meeting, we go through the many options available to you in order to achieve your goals. We can start to sound them out and decide a course of action you're most interested in.
Appointment Follow Up
After our meeting, we will get back to you about everything we discussed and give you an outline of next steps and proposal of costs.
Once you let us know you're happy to proceed, you get to kick back and relax while we get to work.
We Make the Calls
We will get in touch with all authorities and even your former adviser, if you're swapping firms, to let them know what's happening.
Then we get to work. We will conduct further research and start creating your tailored plan, geared towards achieving your financial and lifestyle goals.
We will then get you back in to go through your plan, and show you your steps to success.
All Systems Are Go
We then start rolling out your plan, keeping you informed along the way. So all you need to do is sit back and watch your wealth grow.