Triona Thompson

Roe Financial

Gold
9 Yrs Experience
Port Lincoln, SA 5606
My interest and passion in the financial services industry is inspired by my life motto of working hard and living life to the fullest. Without good financial planning, goal setting and discipline, the life you desire can be out of reach. I am from a humble and loving country family; my work experience and life adventures hold me in good stead to relate to clients of all walks of life. I have been in the finance industry for over 19 years of my working life, I studied while working and raising my children and now I am running my own business. I have completed the Graduate Diploma, am a Fellow Chartered Financial Practitioner and working towards my Masters Degree. My advice model is to educate my clients to understand their finances, assist them to structure their wealth to their advantage, protect it in the hard times and enjoy it along the way. I enjoy the challenge of preparing strategies, delivering recommendations and providing my clients with the knowledge to feel confident their objectives are achievable. I strive for relationships built on honesty, trust, understanding and good communication.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 10
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Roe Financial

7, 80 Tasman Terrace
Port Lincoln, SA 5606

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880

4.75
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Thanks for everything"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very happy with the service that i receive from triona."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Triona has given us advice on super, budget, and pension. Triona has always been available when we need advice. Very happy."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Triona was introduced to my wife and I through my brother who had nothing but praise for her employer and so we asked her to organise my superannuation on my retirement. This was done efficiently and seamlessly and put into place almost immediately and the fund is performing as i expected. Triona has also been extremely helpful and generous with her time to sort out a problem I have been having in with Centrelink. Triona always answers emails quickly and receives phone calls when available or calls back as soon as possible."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Triona has given me great advice on my life insurance and superannuation. Helped me out planning my future. Triona explained things to me very well. I feel very confident her advice was so right for my needs. She gave me her full attention when needed. I would highly recommend her to my family and friends. Triona is very efficient, helpful and nice!!!! Very impressed!!!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Triona has been fantastic, explains everything so my husband and I understand, is usually always available if we have any questions, made my husbands retirement so much easier."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Triona has provided ongoing advice for our insurance needs and always been available and accessible to us to ask questions or advice. Time has been spent on reviewing our insurances at times and Triona has been able to recommend the best options for our financial position and family circumstances."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Triona has given us very good advice on superannuation & retirement with pension. We find her very easy to get along with & can relate to her explanations on our business & how best to manage things. She is extremely knowledgeable in her field & we would strongly recommend her to anyone."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Triona, has assisted me with decisions regarding super and early retirement. She is always positive and helpful. Tasks are always completed on time. She also takes a personal interest in our lives."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Triona is extremely helpful and caring person. I have a lot of confidence in the advice and help she has given me. Would recommend her to others ."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

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

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Planning Association of Australia (FPA)

Membership type
Associate
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