Experience

Trevor has worked in the Financial Services Industry since 1986 and has been Managing Director of BDO Private Wealth Advisers Pty Ltd since 1987. Trevor has substantial experience in advising clients on financial Planning issues in small to medium-sized business. He has also advised on matters ranging from marital separations to next generation succession. Ours is a team-based approach where Trevor works together with other financial planners and client’s advisers (accountants and solicitors) to provide personal advice. This approach has proven a successful formula to provide the most appropriate advice for client. Trevor is also involved in providing expert opinions to major law firms on financial Planning matters.