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Trevor Thompson

Retirement Portfolio Management

Bronze
27 Yrs Experience
Officer, VIC 3809

The name says it all. I specialize in growing your portfolio and setting up your retirement income. Of course a big part of that is checking what Centrelink benefits you qualify for and lodging the applications for my clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 1997
  • Years of experience 27
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Retirement Portfolio Management

13 Heyington Way
Officer, VIC 3809

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Watershed Dealer Services Pty Ltd

AFSL 436357