Our team

 

Mark Yeomans CFP®, DipFP

Director / Financial Adviser / Authorised Representative

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

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 MFinPlan

Financial Adviser / Authorised Representative

Sharon has been a Financial Adviser at Trilogy Financial Services since 2000 and has completed 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, MFinPlan

Practice Manager / Senior Paraplanner

David joined Trilogy Financial Services as a Paraplanner in August 2004, having previously completed a Bachelor of Applied Finance at Uni SA. While working at Trilogy, he continued his education and has recently completed a master's degree in Financial Planning.  David now provides support across all areas of the business as Practice Manager and Senior Paraplanner.

Rebecca Long

Paraplanner

Bec commenced working with Trilogy in March 2018 as a Client Services Officer and trainee Paraplanner, and has since transitioned into a permanent Paraplanner. Prior to joining Trilogy, Bec spent 9 years in the financial services industry across various roles in client services, administration, training and management. Bec is continuing to expand her knowledge further in her role here, taking on new challenges as they arise.

Suzie Wills

Paraplanner

Suzie joined Trilogy in 2008 as a part-time Paraplanner providing administration and compliance support. Suzie has a considerable employment history that includes roles in business development, marketing, superannuation and pension administration. Suzie also managed a financial planning practice with her husband, which provided her with a diverse knowledge of all aspects of the Financial Planning industry.

Christina Belmonte

Client Services Officer

Christina joined Trilogy Financial Services in January 2024, bringing her extensive financial planning experience. She excels in client relations, process management, and teamwork, with a friendly yet professional approach. Known for meeting deadlines and handling pressure effectively, Christina consistently upholds high standards in all aspects of her work.

Sue DeGaris

Client Services Officer

Sue commenced working with Trilogy Financial Services in December 2020 in a client services role. After starting her career in Financial Planning in 2000 with a background in accounting, Sue has held a variety of positions in administration, paraplanning and management within the Financial Planning industry. Sue brings her wealth of experience to Trilogy, and strives to provide our clients with an enjoyable and rewarding experience.

Dianne Rehn

Client Services Officer

Dianne joined Trilogy Financial Services in 2000 as a Client Service Officer and quickly became an integral part of the company, holding positions such as Senior Paraplanner, Practice Manager and Accounts Manager. Dianne’s ability and wealth of knowledge in the financial planning industry were a great asset to Trilogy, until she left in February 2018 to spend more time with her young family. Dianne has now re-joined us to offer administration and client service support.