Trina Wood
I am driven by the freedom my clients experience by knowing they have a plan and can get on with living their best life.
Trina Wood
Position:
Financial Adviser | Director
Qualification:
- Certified Financial Planner (CFP)
- Bachelor of Management
- Graduate of Australian Institute of Company Directors
- Masters of Financial Planning (MFinPlan)
Awards:
NSW/ACT State Adviser of the Year 2017
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.
