Liz has been in the financial industry for over 20 years, with a Diploma of Financial Services (Financial Planning) and a Diploma of Counselling. Liz is a member of the Association of Financial Advisers and member of The Salvation Army Business Committee.
Liz’s focus in the Triple A practice is working with women’s needs in financial planning. Her passion for financial literacy for women has built a strong rapport within the practice as she runs the New Beginnings program for females who may need a little confidence in taking charge of their financial wellbeing. This programme has assisted many to find financial direction and self-empowerment.
Liz is also the Personal Risk and Business specialist within the Triple A adviser team.
Liz was nominated in 2013 for AFA Female Excellence in Advice award and was the National Winner of Financial Wisdom Women and Financial Planning for 2014. More recently, she was a finalist for the Pro Bono Award for the Money Management Women in Financial Services Awards 2015. She has been published in the National Latte Magazine for business women. Liz is also known for her annual ladies event “Crazy Ladies Day “, raising money for various women’s charities.
Liz Trotter is registered with the Tax Practitioners Board as a Tax (financial) adviser.
Disclosure: Triple A Financial Services Pty Ltd, ABN 34 096 877 646 , Corporate Authorised Representative of Matrix Planning Solutions Limited, ABN 45 087 470 200, AFSL & ACL No. 238256
General advice warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Please click here to find out more about the services we offer.
Website Terms and Conditions: The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS). Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward looking statements. Past performance is not an indication of future performance.
Website Content: The materials displayed on this site including without limitation all information, text, materials, graphics, software, advertisements, names, logos and trademarks (if any) on this site (Content) are protected by copyright, trademark and other intellectual property laws unless expressly indicated otherwise. You must not modify, copy, reproduce, republish, frame, upload to a third party, post, transmit or distribute this content in any way except as expressly authorised in writing by us or Matrix Planning Solutions Limited. You may view this site using your web browser and save an electronic copy, or print out a copy, of parts of this website solely for your own information, research or study, but only if you keep all content intact and in the same form as presented on this site (including without limitation all copyright, trademark and other proprietary notices and all advertisements). You must not use this site or the information on this site in any manner or for any purpose which is unlawful or in any manner which violates any of our rights or the rights of Matrix Planning Solutions Limited.
© Copyright 2020. Triple A Financial Services. All Rights Reserved. Website by SHMarketing & Design