Support staff

 

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).

Kelly Bridgland

Administrator / Paraplanner

Kelly is currently a part-time Administrator and Paraplanner at Trilogy Financial Services. Having held numerous positions in the Financial Planning and Insurance Industry since 1988, Kelly brings a wealth of knowledge and experience to our business.