Mia Trott

Evalesco Financial Services Pty Ltd

Silver
8 Yrs Experience
Sydney, NSW 2000

Recent reviews

Evalesco Financial Services Pty Ltd

Suite17.03, Level 17, 20 Bond St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

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

Sort by

5.00

"Thank you for making me feel excited about my finances! I am so happy that I have made the step in seeing someone and I loved how you made my meetings about my goals and dreams. The whole process was so easy and straightforward, you made me feel comfortable and I am so happy that you will be my financial adviser and extremely excited to be working with you in the future. Thank you"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Working through a plan with Mia is something we have desperately needed. Taking the time to go through the 'what ifs' and then work to a plan has provided us with peace of mind and certainty."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • 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
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Mia's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Mia able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Mia's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Mia to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Mia?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Mia provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Mia may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Mia Trott
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens