Client Services Officer

Bachelor of Business (Finance/Marketing)
Diploma of Financial Planning

Marinis Financial Group & Trevor   

Role at Marinis Financial Group: 

Client Services Officer

When did you join Marinis Financial Group:

April 2023

Qualifications

Diploma of Financial Planning
Bachelor of Business (Finance/Marketing)

A little about Trevor

Proudest Moment: 

Completing University + Children

Favourite Holiday Destination:

Canada

Favourite Sports Team:

Winnipeg Jets

Planned Retirement Age:

65

When I retire, I will…

Do as much travelling and hiking as possible. Love nature. Invest on the side

Favourite web link:

www.cnbc.com (Stockmarkets + BusinessNews)

Client Services Officer

Bachelor of Business (Finance/Marketing)
Diploma of Financial Planning