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.
We feel comfortable in discussing our finances with Triona. We also feel welcome when visiting the office, as we are welcomed when entering, this gives confidence in being a client. Respect is always shown in our discussions and all aspects are pointed out so we understand the situation and direction.
Triona is very knowledgeable with all aspects of her role and her support with all our superannuation queries are excellent. She is a very honest, down to earth person who goes out of her way to assist with all our queries.
Triona has been an extremely positive and knowledgeable person to help me through my financially changed situation the last 6 months. I have appreciated her support and advice very much.
Triona helped me navigate the sale of my parent's rental property and home and how it would affect their pensions, and fees payable to the retirement village. Without Triona's help, we would not have been able to understand how this all ties in together.
Triona's advice was easy to understand and concise. My parents who are ageing were also able to understand the advice. Triona was professional, empathetic and knowledgeable. We will definitely continue to use Triona's services and recommend her to friends, family and clients.
We have been dealing with Triona for at least 10 years and have nothing but good things to say about her. She explains how and why she does things and is exceptionally knowledgeable in all she does. She is caring and extremely helpful towards us and we value her experience in all she does.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Eyre Financial ServicesLevel 1, 100 Tasman Terrace
Port Lincoln, SA 5606
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd