Trilogy Financial Services was established in 1996 and is based in Torrens Park, South Australia. We have a team of three financial advisers and four support staff who provide quality financial planning advice and service to clients, predominantly across Adelaide and elsewhere in South Australia, but also interstate and overseas. Therefore, before making a decision, you should consider the appropriateness of the advice with regard to those matters. Please see our Financial Services Guide for more information.
Services
We strive for continued business development while maintaining the highest standard in personal client service. Trilogy Financial Services is an award winning financial planning firm, licensed through Charter Financial Planning, consisting of three financial advisers and four support staff. We have a great depth of expertise and a proud history of providing the highest quality financial planning advice and service.
Our values underpin our professional standards and inform our corporate culture. These standards foster and maintain the productive, healthy and happy relationships we believe our employees and clients need and deserve. Mark began his career as a Financial Adviser in 1990. He holds a Diploma of Financial Planning (DFP) and is a Certified Financial Planner(R) (CFP(R)).
Trilogy Financial Services are committed to providing the best quality service and advice to help our clients achieve their financial goals. We deal with a wide range of financial institutions and insurance companies which gives us the ability to choose the product and service that suits your individual needs and objectives.
Our values underpin our professional standards and inform our corporate culture. These standards foster and maintain the productive, healthy and happy relationships we believe our employees and clients need and deserve. While working at Trilogy, he continued his education and has recently completed a master's degree in Financial Planning.
We realise people face different challenges at different stages of life, that's why financial planning cannot be a "one size fits all solution" it has to be tailored to your situation, needs and goals. Building wealth - Building wealth provides strategies to help make the most of your finances. Managing your own super fund - If you're wondering if a self-managed super fund (SMSF) is right for you, we can help.
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