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Our Financial Planners
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Our advisers have many years of experience in Financial Services, specialising in Government Superannuation, Redundancies, Retirement, Wealth Accumulation, Investment Strategies, Managed or Direct Investments, Superannuation and Rollovers, Taxation and Centrelink.
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Andrew Woodrow, Financial Planner, holds a Bachelor of Economics, a Diploma in Financial Planning and is currently studying towards the Certified Financial Planner designation. He has spent the last 8 years in the Financial Planning Industry and overall has 15 years experience in banking and finance.
Andrew is available for appointments at our Waymouth Street PFC and Norwood offices.
To make your appointment to see Andrew, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
 Andrew's Financial Services Guide (FSG) |
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Michael Possemato, Financial Planner, has 17 years experience in the Financial Services Industry. He has 3 years experience as an Insurance Consultant and 14 years as a Financial Planner.
Michael is available for appointments at our Marion and Seaford PFCs.
To make your appointment to see Michael, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
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Trevor Klingner is a Certified Financial Planner (CFP), holds a Diploma of Financial Planning (Dip.FP) and a Diploma in Superannuation Management (Dip.SM).
Having worked for over 35 years in the financial services industry, specialising in financial planning and superannuation, Trevor is well qualified and experienced to assist in determining your financial planning needs, now and for the future.
Trevor specialises in pre-retirement and retirement planning, aiming to maximise income for clients to provide stress-free lifestyle choices.
Trevor is available for appointments at our Port Augusta and Victor Harbor PFCs.
To make your appointment to see Trevor, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Trevor's Financial Services Guide (FSG) |
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Michael Schluter is a Certified Financial Planner (CFP), he holds a Diploma of Financial Planning (Dip.FP), a Graduate Certificate in Management and an Associate Diploma in Accountancy. Michael is an accredited member of the Self Managed Super Fund Professional's Association of Australia Ltd, the Financial Planning Association of Australia (FPA), and the Executor and Trustee Institute of Australia.
Michael commenced as an investment adviser at a Trustee Company in 1988 where he provided direct equity investment advice to personal trusts and estates. He was promoted to the company’s in house money market dealer and then to the Manager of Investments and Funds Management for the group. This role involved managing a portfolio of unit trust investments for both personal trusts and public clients.
After a term of 10 years he became a senior financial planning consultant, providing comprehensive financial planning strategies to retail clients, including those who wish to establish their own Self Managed Superannuation Fund.
Michael is available for appointments at our Westlakes PFC and Norwood office.
To make your appointment to see Michael, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
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Livio Tramontin is a Certified Financial Planner (CFP) and holds a Diploma of Financial Planning (Dip.FP). He is a member of the Financial Planning Association (FPA) and a member of the Financial Services Institute of Australasia (FINSIA).
Livio has over 29 years experience in the Banking and Finance Industry, with nine years as a Financial Planner. He has serviced the financial planning needs of clients within the banking sector and across a range of private accounting and wealth management firms.
As the planner for the Northern region, Livio specialises in providing advice on investments, retirement, redundancy, wealth accumulation and general financial services.
Livio is available for appointments at our Ridgehaven, Salisbury, Gawler, Mawson Lakes and Sefton Park PFCs.
To make your appointment to see Livio, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
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Phil Burt holds a Diploma of Financial Services (Financial Planning) and specialises in the area of wealth protection. He is an Affiliate Member of the Financial Planning Association of Australia (FPA).
Phil has over 32 years experience in the financial services industry with a diverse background in banking and finance, and has specialist skills and expertise in personal and business insurance and succession planning.
Phil is available for appointments at our Norwood office.
To make your appointment to see Phil, phone Eastwoods Wealth Management on (08) 8132 9288 or click here to email.
Phil's Financial Services Guide (FSG) |
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Terry Nestor holds a Bachelor of Science (Applied Mathematics), a Bachelor of Arts (Philosophy and Politics), Diploma of Financial Planning , Certified Financial Planner (CFP) and SSA and specialises in the area of superannuation. He is a member of the Financial Planning Association and the Self Managed Super Professionals Association of Australia (SPAA).
Terry has over 20 years experience in the financial services industry with a diverse background in financial planning and has specialist skills and expertise in Self Managed Super Funds.
Terry is available for appointments in Mawson, Belconnen,
Tuggeranong, Civic and Gungahlin PFCs.
To make your appointment to see Terry, phone Eastwoods Wealth Management on (02) 6286 0564 or click here to email.
Terry's Financial Services Guide (FSG) | |
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