Hi, I’m Trish. My career began in the banking industry, working in the Loan Department. Driven by curiosity and a desire to explore new opportunities, I transitioned into the outsourcing sector, where I was fortunate to be hired as an Associate Paraplanner. That marked the beginning of my journey in the paraplanning profession, and I have proudly been working as a paraplanner since 2024.

I am currently completing my Advanced Diploma in Paraplanning and will celebrate my second year in the industry in June 2026. Over this time, I have discovered how much I truly enjoy paraplanning. I love the challenge of analysing strategies, preparing advice documents, and supporting advisers in delivering quality outcomes for clients. For me, paraplanning is not just about technical work - it’s about contributing to people’s financial wellbeing and helping them achieve their goals.

Outside of work, I keep myself busy with a wide range of activities. I love travelling and trying new experiences, I go to the gym four times a week, and I’ve recently developed a passion for freediving and golf.

My mantra in life is simple: “The clock is ticking, so do whatever you want. Don’t be afraid of changes, because they will help you become a better version of yourself.”