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Niki Trimmis

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Ms Niki Trimmis
Financial Planner

Financial Services Guide
Financial Services Guide 2

Experience

I have over 20 years experience in the Financial Services Industry. My previous experience covers working in and managing the family small business to business development and operational roles with major financial institutions such as the CBA.

Qualifications

Bachelor of Mathematics

Advance Diploma in Financial Services (Financial Planning)

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Level 3, Suite 3.07 55 Miller Street Pyrmont NSW 2009
Phone 1300 887 067
Email niki@wealth3.com.au