Glenn Trickey
Financial Adviser
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About
Glenn Trickey is an ASIC-registered financial adviser based in Shepparton, VIC, dedicated to helping clients achieve their financial goals. With a career spanning over two decades, Glenn holds a Diploma Financial Services (Financial Planning), a Self Managed Super Funds certification, and an Advanced Diploma Financial Services (Financial Planning), all from Tribeca. He further enhanced his credentials by becoming a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA) in 2010 and completing a Graduate Diploma of Financial Planning from Kaplan Professional in 2021. Glenn is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Glenn specialises in superannuation, insurance, and wealth management strategies. His expertise covers retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Glenn offers a suite of services designed to address your unique financial needs: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Glenn Trickey today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What services does Glenn Trickey offer?
Glenn Trickey offers a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment strategies. He can help you with everything from setting up your super to planning for a comfortable retirement.
What are Glenn Trickey's qualifications?
Glenn Trickey holds a Diploma Financial Services (Financial Planning), a Self Managed Super Funds certification, and an Advanced Diploma Financial Services (Financial Planning) from Tribeca. He is also a Certified Financial Planner (CFP) and holds a Graduate Diploma of Financial Planning from Kaplan Professional. He is a member of the Financial Advice Association of Australia (FAAA).
How can Glenn Trickey help me with my retirement planning?
Glenn Trickey can help you create a personalized retirement plan based on your individual needs and goals. He'll consider factors like your current savings, desired retirement lifestyle, and risk tolerance to develop a strategy that helps you achieve financial security in retirement.
What can I expect during my first meeting with Glenn Trickey?
During your first meeting with Glenn Trickey, you can expect a friendly and professional conversation where he'll take the time to understand your financial situation, goals, and concerns. He'll explain his services and how he can help you, and answer any questions you may have.
What is the process for receiving financial advice from Glenn Trickey?
The process typically involves an initial consultation to assess your needs, followed by the development of a personalized financial plan. Glenn will then help you implement the plan and provide ongoing support and advice to ensure you stay on track towards your financial goals.
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