Triona Thompson

Eyre Financial Services

Gold
11 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. 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.84
  • Number of reviews 14
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Eyre Financial Services

Level 1, 100 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

Gps Wealth Ltd

AFSL 254544