Director Financial Planning Team, Senior Financial Planner
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Trudy has over 25 years’ experience in the financial services industry and is the Director and Senior Planner of our dedicated Financial Planning arm – Wholistic Financial Coaching.
Trudy is passionate about providing long-term quality and solid advice. She holds a Diploma in Financial Planning and is a Certified Financial Planner (CFP). She also has specialist qualifications in Self-Managed Superannuation Funds (SMSFs) and Margin Lending.
Trudy came to WFC to establish our Queensland footprint and has become an integral part of our business. With part ownership in WFC she is committed to long term relationships and solutions with her clients. She prides herself in being able to explain investment and risk concepts in a “plain English fashion”. Trudy views that an ongoing client and adviser relationship is paramount for financial success.
Trudy specialises in retirement planning including Centrelink and Self-Managed Superannuation strategies. However, is well versed in all areas of “Wholistic” planning.
Trudy splits her time between Brisbane where she has grown children and three grandchildren and Canberra her hometown.