Sharon Trestrail

Financial Adviser

Authorised Representative No. 413891

Qualifications: Graduate Diploma of Applied Finance (Financial Planning), Bachelor of Business (Banking & Finance), Super Concepts ICFS Specialist SMSF Course

Sharon’s career journey reflects a unique blend of expertise in both financial services and hospitality industries. With over three decades of experience, she has cultivated a diverse skill set and deep understanding across various domains. Beginning in financial services with a prominent stockbroker, she honed her skills in management and financial accounting as well as statutory reporting.

Following her passion, Sharon ventured into hospitality for nine years before returning to her finance roots over ten years ago where she has leveraged her knowledge and experience to serve her clients. Her approach revolves around understanding clients’ needs and aspirations, utilising a holistic, goal-based methodology to tailor strategies and solutions. Sharon’s ability to simplify complex financial concepts and educate clients is a testament to her dedication to their success. She is committed to continuous learning and professional development to ensure she remains at the forefront of legislative changes and practical strategies to benefit her clients.

Sharon’s multifaceted background, coupled with her genuine care for clients and dedication to excellence, positions her a trusted advisor capable of guiding individuals and families towards their financial goals while enriching their lives along the way.

Outside of work, she enjoys a coastal lifestyle spending time with family and friends indulging her passion for cooking and food. These personal interests not only enrich her life but also reflect her nurturing and communal spirit, which likely contributes to her success in building strong client relationships.