Specialises in:

  • Retirement Planning
  • Wealth Management
  • Investment Strategies
  • Advice for Women

Qualifications:

  • Advanced Diploma of Financial Planning
  • Authorised Representative of Count





Trini Montes   

Financial Planning Manager & Financial Advisor  

Trini has been in the Financial Advice industry since 2004 and has been a highly successful advisor at HGF since 2006. Trini’s outstanding efforts were recently recognised when she was awarded the prestigious Female Excellence in Advice Award by Count Financial.

Trini supports clients with retirement planning and investment strategies to ensure they are building and protecting their investments, ultimately leading to a happy retirement. As the financial planning manager, Trini strives to ensure her team deliver valuable outcomes for our clients.

Trini is also passionate about educating women to take control of their financial affairs and is an advocate of the firm’s women in financial planning program that holds free events for women to attend.

Trini plays a pivotal role in training and mentoring of the financial planning team, not only is she an outstanding advisor, but a wonderful teacher as well.

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