Trisha’s professional journey showcases a trajectory marked by dedication and progression within the financial services industry. Starting as a marketing assistant at Momentum in 2007, she demonstrated organizational skills and enthusiasm that positioned her well in the sector. Her role at Momentum involved building and maintaining broker relations, along with providing essential support to Financial Advisors. 

In July 2014, Trisha embraced a new challenge when she joined Financial Fitness. Her role as Head of New Business saw her significant contribution to the growth and development of the organization. Her tenure in this position lasted until 2022, indicating a substantial period of commitment and leadership. 

In 2022, Trisha’s career took a new turn as she was promoted to the position of para-planner. This advancement reflects not only her experience but also her proficiency in the financial services domain. Additionally, her commitment to professional growth is evident as she is currently pursuing her RE5, showcasing a dedication to ongoing learning and development. 

Trisha’s positive attitude, confidence, and continued contributions to the team make her a valuable asset. Her journey exemplifies the kind of professional development that comes from a combination of experience, skill acquisition, and a proactive approach to learning in the dynamic field of financial services.