Financial Wisdom advisers are known for their achievements – and with every individual success, our adviser community becomes stronger.
Here's what some of our high-achieving advisers have to say.
Liz Trotter is a partner at Triple A Financial Services in Adelaide. Her outstanding professional service to women earned several prestigious Silver Stevie® Awards, and she was also named Risk Adviser of the Year at the 2017 Women in Finance Awards. She has also received numerous honours for her pro-bono work to help people in need.
Dawn Thomas from Wealthwise in Perth is passionate about empowering women and the disadvantaged. She believes empowerment comes from improving financial literacy and providing ‘advice with heart’ to show people that they matter.
Joseph Hoe is a Financial Wisdom adviser from Wealthwise in Perth. In 2016 he was chosen from among four finalists nationwide as the winner of Money Management’s Financial Planner of the Year Award.
Erin Truscott has made a successful transition from being a Financial Wisdom Practice Development Manager to becoming an adviser at GCA Financial in Brisbane.
She was recognised with the 2016 AFA Rising Star Award and continues to move from strength to strength in her new role.
