Elizabeth Trotter
Financial Adviser
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About
Elizabeth Trotter is an ASIC-registered financial adviser based in Norwood, SA, dedicated to helping her clients achieve their financial goals with clarity and confidence. Elizabeth holds an Advanced Diploma of Financial Planning from Kaplan, along with Diplomas in both Financial Services and Counselling (Financial), underpinned by a Taxation Planning certification. As an active member of the Financial Advice Association of Australia (FAAA), Elizabeth is committed to upholding the highest standards of professionalism and ethical conduct. Elizabeth is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. With her extensive knowledge and client-focused approach, Elizabeth delivers tailored financial solutions designed to meet each client's unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Elizabeth today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Elizabeth Trotter offer?
Elizabeth specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Elizabeth have?
Elizabeth holds an Advanced Diploma of Financial Planning from Kaplan, a Diploma of Financial Services from Pinnacle Financial Services Academy, and a Diploma of Counselling (Financial) from National Education Academy Pty Ltd. She also has a certification in Taxation Planning from Kaplan Professional.
How does Elizabeth Trotter tailor her advice to individual client needs?
Elizabeth takes a client-focused approach, carefully assessing each client's unique financial situation, goals, and risk tolerance. She then develops a personalised strategy designed to help them achieve their specific objectives.
What can I expect during my first consultation with Elizabeth?
During your initial consultation, Elizabeth will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This will help her understand your needs and determine how she can best assist you.
Is Elizabeth Trotter a member of any professional associations?
Yes, Elizabeth is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to professional standards and ethical conduct.
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