Michael Trebilcock

Envision Financial Planning

Silver
28 Yrs Experience
Adamstown, NSW 2289
I have been in the financial services industry for 26 years.  I am married with 3 children and I am an active member of the Newcastle soccer community.  My clients are typically local families, small business and retirees.  I enjoy helping clients set and achieve their financial goals. Our office provides a friendly environment along with plain English financial advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualifications
    • Diploma of Financial Planning (DFP 1-4)
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Envision Financial Planning

271 Brunker Rd
Adamstown, NSW 2289

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"I just think Michael is the best thing 'since sliced bread'! He assisted my husband with his super and retirement. When my husband was in hospital with cancer, Michael did everything he could to help us. When my husband passed, Michael took care of everything financial. To not have that worry while mourning my husband was so ... such a weight off my shoulders, heart and mind. Thank you Michael!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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