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Introducing Trudy Heins – Retirement Planning and SMSF Financial Planning Expert

Tuesday, April 30, 2019

We are pleased to advise that our Senior Financial Planner and Director, Trudy Heins will be available to take appointments in June.

Trudy heads up our Brisbane financial planning business and we are fortunate to have her in the Canberra office seeing clients, appointment times are however limited.  

Trudy has over 20 years experience as a financial planner and business owner. She specialises in retirement income planning for both superannuation and non-superannuation clients. She has a particular interest in SMSF retirement strategies. She also has a broad knowledge of Centrelink when it comes to pension eligibility.  

She is available for face to face appointments on the 4th and 5th of June or phone consultations at any time.

If you would like to make a time to see her please email

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