Trisha Morar

Trisha Morar

Para-planner

Trisha began her financial services career in 2007 as a Marketing Assistant at Momentum, where she built strong broker relationships and supported Financial Advisors. She joined Financial Fitness in 2014 as Head of New Business, playing a key role in the company’s growth until 2022. Trisha then progressed into a Para-Planner role, completing her NQF 5 in Wealth Management and currently working towards her RE5. Her positive attitude, confidence, and commitment to ongoing learning make her a valuable member of the Financial Fitness team. 

Areas of Expertise

  • Client Relationship Management
  • Analysing Data
  • Attention to Detail
  • Time Management
  • Learning
  • Integrity
  • Empathy

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