Adviser services

Trilogy Funds is dedicated to assisting licensed financial advisers to service their clients who hold investments with us and taking the work out of understanding our product offerings through relevant communication, either face to face or over mail and email.

Your team

Trilogy Funds has dedicated Business Development Managers to assist with your investment enquiries, provide engaging content for your existing and prospective clients and deliver information about your clients’ investments with us.

Nicole Ott, National Adviser Services Manager
07 3039 2828    07 3039 2802    0432 105 114
e n.ott@trilogyfunds.com.au

Walter Raspopin, Private Client Manager
07 3039 2828    07 3039 2815
e w.raspopin@trilogyfunds.com.au

Kedra Egan, Adviser Services Manager
02 8028 2828    02 8028 2812    m 0403 711 524
k.egan@trilogyfunds.com.au

Resources

We have developed a range of resources to support advisers in servicing their valued clients as well as reviewing our investment offers. Please contact us on adviserservices@trilogyfunds.com.au or via freecall 1800 230 099 for details on available resources.