Having completed a Bachelor of Commerce with a Double Major Economics & Finance as well as a Diploma and Advanced Diploma of Financial Planning, Trey’s understanding of the finance sector is exemplary and allows him to deliver the best outcomes for his clients. There’s little doubt that between introducing his sons to sports like hockey and AFL on the weekends, he’ll be passing on his wisdom ensuring them a secure financial future too, advice I’m sure we wish we all had from a young age.
At WMP we get the balance right between leading and listening. We bring a sound structure to the client experience, but you will find when you meet with any of our advisers, there is a desire to understand your world as well as we can before we advise. Understanding your journey/vision is everything.