Trina Wood

Green Associates

Gold
17 Yrs Experience
Deakin, ACT 2600

Recent reviews

Green Associates

Unit 5, 10 Geils Court
Deakin, ACT 2600

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Charter Financial Planning

AFSL 234665

5.00
2 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Trina has been helping me with my finances for many years. I never ceases to be amazed by how much she know about a broad range of financial topics. I have no hesitation in recommending Trina to anyone needing assistance."

  • Superannuation
  • Managing Debt
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always received excellent advice from Trina. My Financial Plan is very thorough and provides an excellent roadmap to my retirement. Trina has assisted me with my Self Managed Super Fund, investment properties and business planning. I am very confident that my financial future is secure with the ongoing support I receive from Trina."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Managing Debt
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Bachelor of Management

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
2001

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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