Support staff

 

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.

Kristy Fiegert

Client Services Officer

Kristy started with Trilogy in 2002 and has built up a wealth of industry knowledge and a great rapport with our clients over the years since. Kristy studied a Bachelor of Business Degree at Uni SA upon leaving school and has commenced a Diploma of Financial Services (Financial Planning). Kristy now works part time as a Client Services Officer after the birth of her daughter, Charlotte, in December, 2018.

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 while Kristy is on maternity leave.