Riverina Financial Planning

Riverina Financial Planning
Suite 1, Level 1, 34 Fitzmaurice Street
Wagga Wagga, NSW 2650

Telephone: (02) 6921 7853
Facsimile: (02) 6925 8622
Website: www.riverinafp.com.au

Riverina Financial Planning was established in 1989 in Temora and then a short time later the main Wagga Wagga office was established.

The business predominately services the Riverina and ACT region and has grown to employ four financial planners (David Murray, Trevor Trembath & Wendy Pinney) and their support staff.

The company has a long association with several leading Riverina and ACT accounting practices and is able to offer a full service for clients financial needs.

The company is able to assist with all forms of financial planning, wealth creation, life, income & trauma insurance, superannuation and retirement planning.

David, Trevor & Wendy are especially experienced with self managed superannuation and direct share investments.

Trevor Trembath, Authorised Representative NSW - Regional Trevor is a partner in Riverina Financial Planning and he has over 30 years experience in the financial services industry. Trevor has spent the past 10 years as a financial planner involved in all aspects of the industry such as retirement planning, risk management and wealth accumulation. Trevor has completed his Advanced Diploma of Financial Services (Financial Planning). He is a member of the Financial Planning Association of Australia and is bound by the Associations Code of Ethics and Rules of Professional Conduct. Click here to download Trevor's Adviser Profile (Part 2 of the Financial Services Guide).
Wendy Pinney, Authorised Representative NSW - Regional Wendy is a partner of Riverina Financial Planning and is an associate member of the Financial Services Institute of Australasia (Finsia). Wendy has nearly 30 years of experience in the financial services industry and understands how essential sound financial planning advice is for families and businesses to protect their assets and lifestyles. She is able to help create strategies for risk management, wealth creation, retirement and estate planning using a common sense approach. Wendy has been awarded both the Diploma of Financial Services (Financial Planning) and the Advanced Diploma of Financial Services (Financial Planning) through the Financial Services Institute of Australasia (formerly the Securities Institute). She is also a member of the Financial Planning Association of Australia and is bound by the Associations Code of Ethics and Rules of Professional Conduct. Click here to download Wendy's Adviser Profile (Part 2 of the Financial Services Guide).
David Murray, Authorised Representative NSW - Regional David is a partner of Riverina Financial Planning and a fellow member of the Financial Services Institute of Australasia (Finsia). David has over 40 years of experience in the financial services industry and has been involved in financial planning for the last 20 years. He specialises in retirement planning and wealth accumulation, as well as advising on direct shares and managed funds. David has completed his Graduate Diploma of Financial Planning and is a member of the Financial Planning Association of Australia and is bound by the Associations Code of Ethics and Rules of Professional Conduct. Click here to download David's Adviser Profile (Part 2 of the Financial Services Guide).

How to contact Riverina Financial Planning

To contact Riverina Financial Planning you can call them on (02) 6921 7853.

Trevor Trembath, Wendy Pinney, David Murray and Riverina Financial Planning Pty Ltd, ABN 80 003 681 169, are Authorised Representatives of Consultum Financial Advisers Pty Ltd.