Pakenham, Cranbourne & Beaconsfield

Enquiries and Appointments (03) 9067 6999

Our Team Profiles

Trevor Thompson


Senior Partner


Married with a “Brady Bunch”, Trevor Thompson commenced his financial planning career in 1994. Trevor has a Diploma of Financial Planning from Deakin University and has been a Certified Financial Planner (CFP) since 2001. He attained the SMSF Professional’s Association of Australia “Specialist” accreditation in 2013. He has won numerous awards including twice being Financial Adviser of the year at RACV Financial Services, Risk Adviser of the Year at Perpetual Private and Rising Star of the Year for Vic/Tas with Financial Wisdom  in 2014.

Favourite Pastime: Socialising with friends and family eating out with a nice glass of red, watching the MIGHTY MAGPIES and camping pretending to be a real man with a check shirt and chainsaw.

Favourite TV Shows: CSI, Law and Order & the Underbelly series

Favourite Movies: Braveheart, Avatar, Last of the Mohicans & all the Shreks

Favourite Music: Too many to list

Best Vacation: Vietnam 2011

Dream Vacation: It changes every dream!!

Kerrie Thompson


Client Services Manager


Starting at one of the major banks, Kerrie Thompson has been providing administrative support to Financial Planners for years. She has completed the Diploma of Financial Planning to further her knowledge. Kerrie joined the Insight Wealth Partners team in 2013 and her bright confident demeanor and strong service ethic makes her a valuable resource to assist clients with administrative queries as well as supporting the advice staff.

Favourite Pastime: Camping, travelling, spending time with family and friends

Favourite TV Shows: Mountain Men, Duck Dynasty, Law and Order

Favourite Movies: Something about Mary, The Croods

Favourite Music: Red Hot Chilli Peppers, Jeff Buckley, Fleetwood Mac

Best Vacation: Vietnam & Ireland

Dream Vacation: Maldives

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