About us

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Trilogy Financial Services is an award winning financial planning firm, licensed through Charter Financial Planning, consisting of three financial advisers and four support staff. We have a great depth of expertise and a proud history of providing the highest quality financial planning advice and service.

Trilogy Financial Services is recognised as a Certified Quality Advice Practice (CQAP) by Charter Financial Planning and our advisers provide professional standards of service through our technical and legislative knowledge, commitment to compliance and ongoing professional development.

But really, our business is all about our clients.

We believe with responsible decisions, reasonable expectations, and attentive guidance, each client can achieve their financial life goals. We strive to help our clients arrange their financial affairs in an efficient and effective way to provide them with financial freedom.