SA Financial Planners
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Trevor Klingner is a Certified Financial Planner (CFP®), holds a Diploma of Financial Planning (Dip.FP) and a Diploma in Superannuation Management (Dip.SM). Having commenced his financial services career in 1974, Trevor is well qualified and experienced to assist in determining your financial planning needs, now and for the future. Trevor specialises in personal superannuation, pre-retirement and retirement planning, and enhancing income for clients to provide stress-free lifestyle choices. Trevor is available for appointments at our Port Augusta and Norwood office. To make your appointment to see Trevor, phone Eastwoods Wealth Management on 08 8132 9288 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Stephen Gianni holds an Advanced Diploma of Financial Planning (Adv.DipFP) and has completed a Self-Managed Super Fund accreditation. He has been a Senior Financial Planner since 2003, and is a member of the Financial Planning Association (FPA). Stephen specialises in providing advice on investment, superannuation including SMSFs, and retirement planning. Stephen is available for appointments at Eastwoods head office at Norwood, and at other Community CPS Australia branches throughout SA. To make your appointment to see Stephen, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Financial Services Guide (Part 1) – Eastwoods Wealth Management Pty Ltd |
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Livio Tramontin is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning (DipFP). He spent 21 years in the Banking and Finance Industry prior to becoming a Financial Adviser in the year 2000. Livio is a member of the Financial Planning Association (FPA). Livio specialises in providing advice on superannuation and Centrelink strategies, and personal risk insurance. Livio is available for appointments at our Modbury, Salisbury, Gawler and Victor Harbor branches. To make your appointment to see Livio, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Andrew Woodrow holds a Bachelor of Economics (B.Ec) and a Diploma of Financial Planning (DipFP), and is a member of the Financial Planning Association, (FPA). He commenced in the Banking and Finance industry in 1993, and has been a Financial Planner since 2002. Andrew provides advice on retirement planning, redundancy planning, wealth creation, and specialises in providing advice to members of Government Superannuation Schemes. Andrew is available for appointments at our Norwood office and Waymouth Street Branch. To make your appointment to see Andrew, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Michael Possemato commenced in the financial services industry in 1990. He spent 3 years as an Insurance Consultant prior to becoming a Financial Adviser in 1993. Michael is a member of the Financial Planning Association, (FPA). Michael specialises in providing advice on superannuation and aged care. Michael is available for appointments at Marion and Seaford Branches. To make your appointment to see Michael, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Phil Burt holds a Diploma of Financial Services (Financial Planning) and specialises in the area of wealth protection. He is a member of the Financial Planning Association of Australia (FPA). Phil has over 32 years experience in the financial services industry with a diverse background in banking and finance, and has specialist skills and expertise in personal and business insurance and succession planning. Phil specialises in Personal and Business Protection Insurance and Business Key Person and Succession Planning. Phil is available for appointments at our Norwood office. To make your appointment to see Phil, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Yee-Wah Hooi holds an Advanced Diploma of Financial Planning (Adv.DipFP), a Master of Business (E-business) and a Bachelor of Business (Banking and Finance), and has been in the financial services industry since 2004. She is a member of the Financial Planning Association (FPA). Yee-Wah is available for appointments at our Mawson Lakes, Sefton Park, Mount Barker and West Lakes branches and our Norwood office. To make your appointment to see Yee-Wah, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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WA Financial Planners
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Rick Del Fante is currently completing his Certified Financial Planner (CFP®) qualification and holds an Economics Degree and a Diploma of Financial Services. He is also a member of the Financial Planning Association (FPA). Rick has over 30 years experience in the Banking and Finance Industry, and he became a Financial Planner in 2001. Rick specialises in providing advice in areas such as superannuation, investments and insurance. Rick is available for appointments at our Head Office in Subiaco and some selected Personal Financial Centres throughout Western Australia. To make your appointment to see Rick, phone Eastwoods Wealth Management on (08) 9382 0457 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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ACT & NSW Financial Planners
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Marie Cassidy is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning (DipFP). She is a member of the Financial Planning Association and has had over twenty years experience as a financial planner. Marie specialises in providing investment and superannuation advice. Marie is available for appointments in our Mawson office. To make your appointment to see Marie, phone Eastwoods Wealth Management on (02) 6286 0517 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Jan Liddell is a Risk Adviser who can assist you with personal insurances such as Income Protection, Life, Trauma and Total & Permanent Disability cover. She has been advising clients on their personal risk insurance needs since 2006. Jan holds a Diploma of Financial Services (Financial Planning) and is a member of the Financial Planning Association (FPA). Jan specialises in personal protection insurance. Jan is available for appointments in NSW, and at selected locations throughout the ACT. To make your appointment to see Jan, phone Eastwoods Wealth Management on (02) 49 316 207 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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Glenn Worley is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning (DipFP). He spent over 20 years in the Banking and Finance Industry prior to becoming a Financial Adviser in 1999, and is a member of the Financial Planning Association (FPA). Glenn specialises in providing advice on Government superannuation schemes and retirement planning. Glenn is available for appointments at Community CPS Australia branches throughout the ACT and at selected Companion Credit Union locations in the Hunter Valley NSW. To make your appointment to see Glenn, phone Eastwoods Wealth Management on (02) 49 316 207 or click here to email.
Financial Services Guide (Part 1) - Eastwoods Wealth Management Pty Ltd
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