Our team

Mark Yeomans CFP®, DipFP

^{Managing Director / Financial Adviser / Authorised Representative}

Mark began his career as a Financial Adviser in 1990. He has since completed the Diploma of Financial Planning (DFP) and is a Certified Financial Planner® (CFP®). He is also a member of the Financial Planning Association (FPA).

Mark has achieved many significant milestones, among them the SA/NT State Adviser of the Year in 2003, Gerald Lippman Award (National Adviser of the Year in 2005) and Templeton and Leaders awards for over 10 consecutive years (as the Managing Director and Principal Financial Adviser of Trilogy Financial Services).

Mark specialises in wealth creation, wealth protection, self-managed super funds, tax minimisation strategies and retirement planning.

Michael Brindley CFP®, DipFP

^{Financial Adviser / Authorised Representative}

Mike has been a Financial Adviser since 1985. He is a Certified Financial Planner® (CFP®) and holds the Diploma of Financial Planning (DFP). He is also a member of the Financial Planning Association (FPA).

Mike has a specialist understanding of investment markets, products and legislation to enable him to advise clients on achieving their financial goals. In particular, he advises on pre-retirement and post-retirement strategies.

Sharon Dooley AdvDipFS(FP)

^{Financial Adviser / Authorised Representative}

Sharon has been a Financial Adviser at Trilogy Financial Services since 2000. She holds an Advanced Diploma of Financial Services (Financial Planning) and is currently completing her Master's Degree in Financial Planning.

Sharon is passionate about helping her clients implement financial strategies to meet their needs and achieve their goals. She has a vast range of clients from different ages and backgrounds including individuals, families, self-employed, small business, and retirees. She specialises in personal risk protection, superannuation, wealth creation and retirement planning.

David Gutsche BAppFin, AdvDipFS(FP)

^{Practice Manager / Senior Paraplanner}

David started his career as a Paraplanner at Trilogy in 2004. Having previously completed a Bachelor of Applied Finance, he bought his technical knowledge and experience to Trilogy Financial Services.

David has completed the Advanced Diploma of Financial Services (Financial Planning), a Graduate Certificate in Financial Planning and is currently completing his Master's Degree in Financial Planning.

Suzie Wills

^Paraplanner

Suzie is the latest member to join Trilogy as a part-time Paraplanner in 2008. Her employment history is vast and includes roles in business development, marketing, superannuation and pension administration. Until three years ago she was also managing a financial planning practice with her husband, which provided her with a diverse knowledge of all aspects of the Financial Planning industry.

Kristy Fiegert

^{Client Services Manager / Senior Administrator}

As the Client Services Manager and Senior Administrator at Trilogy Financial Services, Kristy is often the voice you hear on the other end of the phone. She has been answering your queries and assisting the advisers since 2002. She is currently completing the Diploma of Financial Services (Financial Planning).