Trey Moredoundt

Senior Partner

BCom, Adv Dip FS (FP)
 
For over a decade Trey has been helping his clients prepare for and enjoy retirement with a particular interest in getting the most return from GESB Superannuation Accounts.

 

: trey@wealthmp.com.au

Trey Moredoundt

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.

Qualifications/Memberships/Accreditations:
  • Member of the Financial Planning Association
  • Bachelor of Commerce Double Major Economics & Finance (Curtin)
  • Diploma of Financial Planning (ThreeSixty)
  • Advanced Diploma of Financial Planning (Kaplan)
  • Registered as a Tax (Financial) Adviser with the Tax Practitioners Board (TPB)
  • Ethics and Professionalism in Financial Advice (Kaplan)
  • Successful completion of the FASEA Financial Adviser exam

Leaders that listen.

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.

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Wealth Management Partners is an FPA Professional Practice (1)

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