All you need to know about
Mia

SENIOR FINANCIAL ADVISER

Mia Trott

I see that a large part of my role is to coach people to uncover what they truly desire and map out a plan to maximise the probability of those things being achieved. Most importantly I help them to overcome the blockages or current state of paralysis by analysis in order to take some action to reach their financial objectives. I just can’t help but get excited and want to encourage and motivate others in achieving what’s most important to them. Money has such a huge impact in the quality of life and can either be a great tool to enable people to reach their financial goals or be a massive point of stress when mismanaged preventing any chance of personal success. Great financial advice is so much more than just investing your money, but rather understanding what you want, why you want it, how you are going to get there and recognising that you might need some help along the way.

I’m currently on maternity leave, but for any financial advice please speak to my colleague Ashleigh Steeles.

Qualifications

• Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Certificate of Self Managed Superannuation Funds
• Certificate IV in Finance and Mortgage Broking
• Accredited Listed Product Adviser Program
• Fellow Charted Financial Practitioner
• FASEA Financial Adviser Exam
• Graduate Diploma of Financial Planning

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)

Authorisations

• Sub-Authorised Representative No. 314482 of Evalesco Financial Services Pty Ltd

“ I am very excited at what the next year will bring with this plan in place. Fear has been replaced by confidence, and I'm looking forward to achieving the goals we have set in place, not to mention creating new ones!”
CATHERINE
CLIENT SINCE 2019
“I can’t believe how much has changed since I first met you. All of my tax is up to date and paid, my credit cards are all paid off. I could not have done all of this without you, thank you so much.”
RACHEL
CLIENT SINCE 2013

Newsletter

Sign up to get the latest insights with our newsletter delivered straight to your inbox.