Trevor Gordijn B.Bus, Dip FS (Fin. Plan)
Principal - Financial Planning
Trevor joined WHK in 2004 within the Business Services division of the Sale office. Trevor has over sixteen years of experience in advising a range of businesses on budgeting, strategic and succession planning, acquisition and sale of businesses, as well as and taxation.
Trevor has been engaged by the Department of Industry Innovation Research and Development within the Victorian State Government, to provide workshop facilitation services in respect of business planning the funding of business growth.
Trevor is also licensed to provide clients with financial planning advice, including:
- Investment Strategies
- Superannuation & Rollover advice
- Retirement Planning & Pension advice
- Centrelink advice
- Portfolio management
- Self Managed Superannuation Fund establishment & management
- Personal Insurance advice
Qualifications
Bachelor of Business (Hons)
Diploma of Financial Services (Financial Planning)
Positions held in Organisations/Associations
As a former Chair of the Committee for Wellington, an economic development and advisory group, Trevor enjoys making a contribution to regional development within the Wellington Shire.
T 61 3 5144 2500