TRILOGY FG - Key Persons
Job Titles:
- Client Relationship Manager
Debra is an intellectual and analytical individual with great communication skills.
She holds a Bachelor's degree in Communication majoring in Media Communication and has 4 years of experience in the Banking industry.
After graduating from Flinders University with a Bachelor of Economics, Hayden commenced his career in an Accounting practice. It was while preparing self-managed superannuation fund financials that sparked his desire to help clients Accumulate, Preserve and Protect wealth. This led to further study and the completion of a Graduate Diploma in Financial Planning, the Certified Financial Planner qualification and more recently completing the FASEA exam.
Hayden is a founder and Director of Trilogy Financial Group since its establishment in 2002.
As Trilogy Financial Group grows, Hayden takes great satisfaction out of developing the collective expertise of the Trilogy team and will often have joint meetings with younger advisers, using interactive mind map technology to develop client strategy and simplify the complex.
Hayden enjoys developing long-term relationships with his clients and being completely invested in their financial well-being, providing strategic advice though open and honest opinions and adding real value to some of regional Australia's wealthiest families. He also hates to see people waste opportunities, get scammed……and has never had a client retire declare they put too much into superannuation!
Outside the office he is married to Angela and has three active children who keep him busy following their sporting and academic dreams. Hayden is also active in the community being past President of the local Pre School and Football club, and is current Chairman of the local Financial Planning of Australia (FPA) Sunraysia chapter.
Job Titles:
- Client Relationship Manager
Isabel holds a Bachelor's degree in Business Management and has extensive administrative experience.
Isabel has a genuine desire to deliver the best outcomes to our clients and to produce quality work.
Job Titles:
- Client Relationship Manager
Joanne has been part of Trilogy Financial Group, starting very early with the company in 2003.
Joanne commenced her career in Administration; she went on to complete her Diploma in Financial Planning and transitioned into the role of Client Relationship Manager.
Joanne's time working with Trilogy has spanned 13 years, and seen her take time away to raise her children. Having many years working closely with Trilogy's clients, Joanne has gained their trust and built strong relationships.
Joanne has a positive attitude and energy, and encourages Trilogy's team to work hard and succeed.
When not in the office, Joanne enjoys Pilates, walking, holidaying and spending time with her Husband Robert and their children.
Louise graduated from Flinders University with a Bachelor of Business (Human Resource Management) in April 2014 and joined an accountancy firm in Adelaide before moving into the Financial Planning industry in 2018 as a Financial Planning Assistant.
Joining Trilogy Financial Group in October 2020, Louise enjoys learning about the Financial Planning industry and to the best of her ability provides administrative support to the Advisers at Trilogy Financial Group as the industry is constantly evolving and adapting to the changing needs of our clients.
Mel joined Trilogy Financial Group in 2011 in a client support role and soon after completed a Bachelor of Business (Financial Planning) with RMIT.
Since completing her degree, Mel has moved into her role as a financial adviser and in 2016 she completed her studies to become a Certified Financial Planner (CFP). She has also completed a Bachelor of Business (Management) with La Trobe.
In 2014 Mel took part in the Northern Mallee Leadership Program, which enhanced her leadership skills and provided a great insight into the nature and needs of our community.
Job Titles:
- Business Manager
- Portfolio Manager
Michael joined Trilogy Financial Group in 2016 and first commenced in a paraplanning and research analyst role. He eventually moved into a combination of Portfolio Manager role, designing and formulating the firm's overall investment philosophy & strategy and Operations Manager role, responsible for the financial & business aspects of the firm.
Michael holds a Bachelor of Commerce and Postgraduate Diploma in Finance from the University of Melbourne and has completed his Diploma of Financial Planning. Michael is a Chartered Financial Analyst (CFA) charterholder.
Michael believes in a research-driven & evidence-based investment approach and enjoys helping clients build wealth so that they can achieve financial security and independence.
Job Titles:
- Director
- Senior Financial Adviser
Robert developed a keen interest in creating good cash flow and money management behaviours early on, which were key to running his own small business in Mildura in his late teens and early twenties.
Wanting to learn more about money and seeking financial freedom himself, Robert commenced study with Deakin University where he completed a Diploma and Advanced Diploma in Financial Services, and began working in the industry in 2002 with a local financial planning firm, which later became Trilogy Financial Group.
Robert went on to study the Certified Financial Planning certification and more recently completed the national FASEA exam.
Robert became a Director and Partner in Trilogy Financial Group in 2017, and has been with the firm for 20 years, where he takes great pride and satisfaction in mentoring and growing key staff within the business and setting them up for success.
Robert really enjoys collaborating with clients on their unique journey, meeting them where they are at NOW, and working with them to expand their knowledge and grow their opportunities in money and life. He believes that many people misunderstand the Superannuation environment, and with this and some old myths, miss many opportunities available to us all using this potential tax-free retirement haven.
When Robert is not at work, he enjoys spending his time hanging out with his wife and four children across their many sports, and with their larger extended families.
Robert loves sharing with his family the belief that anything is possible, and encourages everyone to Dream Big!
Job Titles:
- Client Relationship Manager
Theo joined Trilogy Financial Group in 2023 in a client support/associate advisor role after completing his Masters of Financial Planning from Deakin University in 2022.
Theo is pursuing a career as financial advisor with Trilogy Financial Group because he wants to help people set and achieve their financial goals applying personalised strategies and recommendations based on their unique financial circumstances.
Outside of Trilogy Theo loves his sport especially his favourite footy team the mighty Collingwood Football Club.