Trina Fernandez
Paraplanner
Trina Fernandez – Paraplanner
Trina is passionate about helping advisers deliver advice that truly makes a difference in people’s lives. She brings extensive experience in financial planning support, having spent many years preparing high-quality advice documents and conducting detailed technical research for clients across Australia.
As a Paraplanning Specialist, Trina plays a key role in supporting advisers to deliver tailored, compliant, and strategic financial advice that helps clients achieve their goals with confidence. She is known for her precision, problem-solving ability, and commitment to turning complex financial concepts into clear, practical recommendations.
Trina is committed to producing advice of the highest quality and enjoys working closely with advisers and colleagues to support clients in achieving their goals. She takes pride in contributing to outcomes that make a real difference for clients.
Her qualifications include an Advanced Diploma and Diploma of Financial Services, along with further studies in mortgage broking, margin lending, and justice administration.
Outside of work, Trina is a proud mum of three who loves staying active through the gym and hockey. She is also passionate about animal welfare and regularly fosters animals in need of care. She values family, balance, and giving back — qualities that shine through in both her personal and professional life.
Areas of Specialisation:
- Superannuation and Retirement Planning
- Investment and Insurance Strategies
- Technical Research and Financial Modelling
- Compliance and Quality Assurance
- Process Improvement and Paraplanning Development