Trevor Wortmeyer

CFP® Dip FP

Staff_Trevor1000x1000

With over 40 years in the Financial Services Industry, Trevor is a Certified Financial Planning Member of the Financial Planning Association (FPA). He has been a personal Financial Planner for over 20 years and has gained valuable planning experience working in the banking, insurance and small business practice sectors; prior to branching out on his own.

Trevor started Glenelg Financial Services in 2005. He is passionately committed to providing excellent service and ensuring his clients can rest assured their finances are on track to achieving their life goals, and their families are well protected.

Continually sourcing the most effective financial solutions, Trevor proactively conducts regular reviews of his clients’ circumstances. His key objective is guiding them through any life events or changes, and his greatest satisfaction is hearing from them when they’ve reached their dream destination.

On a personal note, Trevor is a keen golfer, a member of the prestigious Glenelg Golf Club and enjoys nothing more than an afternoon of golf with clients, when time permits. He is also involved with his beloved Glenelg Football Club and was awarded the AJ Wadham Clubman of the year award in 2008 in recognition of his efforts for the Bays.

Trevor volunteers his spare time as the SANFL Zone Manager for the Glenelg Football Clubs metropolitan schools ensuring that junior football is alive and thriving at local primary schools in the area. He has also been awarded the State Service Award by the SANFL Junior Development Unit in 2015 as recognition for his efforts to junior football in the Glenelg metropolitan area.

Contact Us

Name
Email
Message

Yay! Message sent.
Error! Please validate your fields.

Disclosure / Disclaimer: Glenelg Financial Services Pty Ltd ABN 47 601 978 287 is an authorised representative of Charter Financial Planning Limited (ABN 35 002 976 294), Australian Financial Services Licensee.

General Advice Warning: This site contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Financial Services Guide: For further details including financial services we can offer you and how we are remunerated, please read our Financial Services and Credit Guide FSG - Trevor Wortmeyer | FSG - Laura De Cicco | Privacy



© Copyright 2015. Glenelg Financial Services. All Rights Reserved. Website by SHMarketing & Design.