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Adviser Profile

Trina Wood

Green Associates

Trina has been working in the financial services industry since 1999 and as an adviser since 2004. She understands what her clients want and is an expert in tailoring advice to best suit their individual needs. Trina uses a combination of personal and professional experience to find the best solution to her clients' problems enabling them to achieve financial success.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $3,300. Additional costs may be payable in regards to the implementation of advice. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

3/10 Geils Court, Deakin ACT 2600

Office hours

Monday to Friday: 9:00am - 5:00pm



Trina Wood is a representative of Charter Financial Planning Limited AFSL No. 234 665 ABN 35 002 976 294 and can be found on ASIC’s Financial Adviser Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.