BBS, CFPCM, CLUCM, AFA
Trish has been with the Lifetime Group since 2005, originally through Camelot. Trish has more than $30 million of funds under management, which are invested both privately as well as through Business Superannuation and KiwiSaver funds. Trish is one of 34 Authorised Financial Advisers in New Plymouth. Trish is also a Certified Financial Planner, Chartered Life Underwriter and holds a Bachelor of Business Studies, which she obtained whilst employed by Camelot. Her clients range from businesses who require group saving and risk protection solutions, to individuals and families who wish to protect themselves and their financial futures.
- Office: New Plymouth