Pakenham, Cranbourne & Beaconsfield

Enquiries and Appointments (03) 9067 6999

Our Team Profiles

Trevor Thompson

CFP DipFP

Senior Partner

email: trevor@insightwealthpartners.com.au

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!!

Stefan Rose

DipFS (FP), Bbus, FChFP, AFA

Senior Financial Adviser

email: stefan@insightwealthpartners.com.au

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

Kerrie Thompson

DipFP

Client Services Manager

email: kerrie@insightwealthpartners.com.au

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

Sara Becker

Office Administration

email: sara@insightwealthpartners.com.au

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

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