Financial Planning - Trumans Wealth Management


Financial planning is about not only understanding your financial goals, but also working out the means of achieving them. At Trumans Wealth Management our focus is on providing both businesses and individuals with quality advice and strategies for achieving their goals.


Our Approach to Planning


At Trumans Wealth Management, we recognise that the quality and experience of our team is the key to our success, and more importantly, your financial well-being. Our team of financial advisers pride themselves on their professionalism and client-centric focus, and will work with you to help create a life of choice and opportunity.

We can provide strategic advice and innovative solutions that meet your needs in a range of areas including:

  • Self-Managed Superannuation Funds
  • Relationship breakdown and divorce
  • Retirement & Investment planning
  • Superannuation strategies
  • Direct Shares
  • Personal insurance and risk management
  • Estate and Succession planning
  • Portfolio construction and review.

If you would like to discuss our financial planning services, please contact us or phone 02 8223 2614.

 

Our Financial Planners

 

John Tsolakis

BCom, FCA, Dip FS (Financial Planning)

Director/Financial Planner

After seven years in other chartered firms, John joined Trumans more than twenty years ago and became a partner over fifteen years ago. He is a registered company auditor and a Fellow of the Taxation Institute of Australia. His audit, taxation and business services experience ranges over public and private companies, local government, primary production and professional practices.

John D’Alessandri

CFP® BBus FFPA FCPA DipFP

Director/Financial Planner

John has over 24 years experience as a financial adviser, advising a broad range of clients including senior executives. Prior to joining Trumans Wealth Management, John had established a successful boutique advisory firm and had also held several senior management positions within a major national financial planning group.

Ros Johannesen
CFP® BBus DipFP

Director/Financial Planner

Ros has over 16 years experience as a financial adviser, advising a broad range of clients including senior executives. Prior to joining Trumans Wealth Management, Ros had established a successful boutique advisory firm and held various senior positions with a major financial planning firm, a management consulting group and a leading career management firm.

Penny Chai
CFP® CPA BEc Dip FP DipSM

Compliance Manager

Penny has over 13 years experience as a financial adviser and practice manager.  Prior to joining Trumans Wealth Management, Penny held positions as an accountant, a senior financial planner for a leading financial planning group and managed the operations of a boutique financial planning practice.

Que Di-Leo
BE Chem(Hons) BCom GradDip FP CFP
Associate Planner

As an Associate Planner, Que has over 10 years hands on experience in servicing clients and providing technical support to Financial Planners with the end goal to help clients fulfil their personal and financial goals. Prior to joining Trumans, Que held the position of Senior Paraplanner at a boutique financial planning firm and started work as a superannuation fund administrator.   

Jack Cheng
BCom MFinAn DipFP 
Paraplanner

Jack has 3 years experience in the financial planning industry starting in funds administration.  He is involved in strategy implementation, report preparation and conducting product research for our team of advisers and associate advisers.

   

Partnership with Hillross


To ensure we provide our clients with the best advice, we have partnered with Hillross Financial Service Limited, a leading professional wealth adviser firm. Hillross was established in 1987 and today looks after more than $13.2 billion in client funds. With more than 350 financial advisers across Australia and the backing of AMP, one of the best-known financial firms in Australia for over 160 years, Hillross reflects what we are all about - professional wealth management with solid foundations. Visit Hillross.

Trumans Wealth Management Pty Ltd is an authorised representative of Hillross Financial Services Limited ABN 77 003 323 055, AFS License No 232705

 

Trumans Investment Committee

 
Our Investment Committee (IC) members bring together more than 80 years of combined experience in the financial services industry:
 
  • John D’Alessandri (Chairman), Trumans Adviser
  • Ros Johannesen, Trumans Adviser
  • John Tsolakis, Trumans Adviser
  • John Wong, Senior Research Analyst - AMP
The IC applies their technical and analytical skills to explore and review the best available product solutions to help you achieve your long-term goals. More details on our IC can be found by following this link:
Trumans Investment Committee
 
 

Financial Services Credit Guide

This financial services guide is to help you decide if you want to use any of the financial services we offer.

Our Financial Services Guide contains information about:

  • Hillross Financial Services Limited (Hillross), the company which authorises us to provide our services
  • Who we are
  • Our services and the process we follow to give you quality financial planning advice
  • What to do if you’re unhappy with the services you get from us, and how to complain
  • How we are paid
  • Our relationships that could influence the advice we give you

Trumans Wealth Management FSCG  (requires Adobe Acrobat Reader)    

 

Trumans Wealth Management Privacy Policy

Click on this link to read the TWM Privacy Policy

Latest News & Alerts


 May Newsletter

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  • Company tax franking implications
  • Business costs and deductibility of interest espenses
  • Selling up your business?

    ... and more


 

 
         

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