Pakenham, Cranbourne & Beaconsfield
Enquiries and Appointments (03) 9067 6999
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. Trevor has also recently added to his long list of awards the 2016 National Rising Star of the Year & 2016 Vic/Tas Rising star of the Year with Financial Wisdom.
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!!
Senior Financial Adviser
Today Stefan owes his values to a good upbringing and a natural curiosity for learning. His dad showed him how to save money, his mum pushed him to strive for more, and together they made a large influence on his success in the industry.
Stefan holds the AFA’s (Association of Financial Advisers) top Professional Designation, the Fellow Chartered Financial Practitioner, a Bachelor’s Degree and a Diploma in Financial Planning. He has also been a TOP 10 Rising Star Nominee for the AFA in 2016 and 2017.
Favourite Pastime: Borrowing recipes from Jamie Oliver and Gordon Ramsay and cooking for friends and family. Playing Golf, watching Anime, and being a boxing coach on the weekends.
Favourite TV Shows: Anything Marvel on Netflix
Favourite Movies: Lone Survivor, 13 Hours, Black Hawk Down
Favourite Music: Most music on the radio
Best Vacation: Sri Lanka and China 2014
Dream Vacation: To spend a week living in a karate dojo in Japan in the mountains
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
After devoting her time to raising 5 wonderful children Sara joined the Insight team in 2017 to assist Kerrie with the administrative functions of the business. Sara brings a bright and willing “can do” attitude to the team and has quickly become an important team member.
Favourite Pastime: Spending time with family and friend, Interior Design
Favourite TV Shows: The Block, Selling Houses Australia, Fixer Upper, The Soprano's, Nip/Tuck
Favourite Movies: Dirty Dancing, Beaches, Knocked Up
Favourite Music: Julia and Angus Stone
Best Vacation: Trip to Malaysia
Dream Vacation: Canada and England
Natalie joined the Financial Planning administration team in 2018. Natalie has been working within the banking and finance sectors. She has extensive administration experience from working with a wealth management platform provider, a major bank and an international stockbroker.
Favourite Pastime: Spending time with family and friends, gardening and home improvements
Favourite TV Shows: Selling House, Grand Designs, Seinfeld and any cooking program
Favourite Movies: A Star is Born (2018 version), Toy Story (all of them) and comedies
Favourite Music: Foo Fighters, Crowded House and Powderfinger
Best Vacation: Queensland holiday with the family
Dream Vacation: Travel around Australia