Tristan has been working in the financial services sector since 2003. He joined Acceptance Financial Services Pty Ltd in 2007. During his time in the financial planning industry he has been involved in many roles including fund administration, client service, personal insurance, investment and para planning. His broad experience in Banking, Accounting & Financial Planning gives him a full understanding of the support structures and strategies needed to assist clients with achieving their financial goals.
He holds a Bachelor of Business in Accountancy with merit from RMIT University, a degree in Sport Management and an Advanced Diploma of Financial Services (Financial Planning).
Playing off 6 at the National Golf Club is a great advantage when competing for Acceptance Finance in our annual Golf charity day.
Phone 1300 93 11 55
more details..
Focus on Finance presents:
An ‘insiders’ view to mortgage lending presented in layman's terms.
Register your interest here
Effective succession planning can require three or more years to ready a business for transfer and in reality succession planning should commence the day the business is opened.
For tips on getting a loan and obtaining the best deal, Colin Mcilfatrick from Acceptance Finance shares his knowledge in an interview with ABC.