Trish Gregory

Adviser

Biography

Trish is a Financial Adviser in Canberra, passionate about helping people work towards financial security, however that might look for them. With a love of numbers dating all the way back to primary school (she used to reconcile her parent’s credit card statements for fun), she enjoys getting into the weeds of her client’s finances to help them make the most of the available financial opportunities.

As the wife, daughter and sister of military veterans, she has a particular interest in supporting military members, veterans and their families with their financial affairs. Trish understands that the financial system can be quite complex, and knows her clients are better off having her as a trusted adviser on their side. Trish is the mother of 3 young children and is passionate about family, sustainability, supporting her children's entrepreneurial journey in soap and candle making, and financial independence.

My speciality

Wealth Management
Office Location
Findex Canberra
1/55 Wentworth Avenue
Kingston, ACT 2604
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Phone: (02) 6260 4545

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