About

Michael Trebilcock

Company Director

As the Company Director, I split my time between overseeing the office processes, as well as reviewing the ongoing financial planning needs of my existing clients.

Diploma Financial Planning (Dip FP)
Advanced Diploma of Financial Planning

Justine Trebilcock

Office Administrator / Account Services

Justine Trebilcock has over 10 years experience in the wealth management industry. Justine is responsible for client data collection and maintenance. Her role also encompasses invoicing and account management.

Kirbie James

Office Administrator / Client Services

Kirbie James has over 5 years industry experience. Kirbie is responsible for annual client reviews and all aspects of customer service.
Contact Kirbie for all administrative matters and general enquiries.

Michael Trebilcock has 25 years experience as a financial adviser. Over this time he has developed a broader understanding of people’s concerns and goals when it comes to finances. Michael holes and advanced diploma in financial planning.

Michael is married with three children and enjoys travel, the beach really and is an experienced state level Soccer coach.

“I try and break things down in the simplest of terms so my clients can understand and relate to the advice we are providing.  Honesty and integrity are important in any business and particularly in financial services when you are dealing with peoples hard earned finances.  We always act in our clients best interest and create individual plans to maximise the use of our clients resources”

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