Erin Truscott profile photo

Erin Truscott

Direct Wealth Pty Ltd

Silver
10 Yrs Experience
Paddington, QLD 4064

Erin has a wealth of experience in Financial Advice having worked in the Financial Services industry for over fourteen years.

It brings Erin much joy to spend her days working with her clients to help them build meaningful strategies that achieve their lifestyle and financial goals, with a true belief that wealth is far more than just money.

Financial Freedom means different things to different people, and Erin is right in there getting her sneakers dirty on the daily helping her clients create this.

Amidst the craziness of Erin’s busy days, she’s mum to Florence and Frankie. The challenge of motherhood has been by far her biggest and best challenge and has taught her some of her greatest lessons to date.

Erin holds an Advance Diploma of Financial Services, as well as a FChFP designation. She is currently working on completing her Master’s in Financial Planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Direct Wealth Pty Ltd

209D Given Terrace
Paddington, QLD 4064

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221