Meet Our Team
In addition to our own services, we give you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
Team Leader
The Team
Trevor Boyle
Director and Financial Planner
Trevor has over 20 years experience in the financial services industry, including a long standing position with one of our major banks where he was consistently rated in the top four financial planners in Australia.
In early March 2008, Trevor established Quay Financial planning in Geelong which offers traditional financial planning services specialising in retirement planning. Quay Financial Planning is the first and only financial planning practice in Geelong to offer a formal retirement counselling process and service to its clientele.
Trevor has extensive experience providing strategic planning advice and ongoing service to clients in various stages of their lives, ranging from those beginning their careers, families of all ages, retirees, companies and businesses both small and large.
Trevor has a unique ability to translate complicated financial planning concepts into a language others can understand and is passionate about educating and helping others. Trevor is a co-owner and developer of an educational board game called “Mazerro – Where Kids Learn to Master Money” which teaches children money handling skills and concepts. Mazerro was featured on the “Today Show” by Channel 9 finance expert Ross Greenwood and has been purchased by the public across Australia. Access to “Mazerro” is available via Quay Financial Planning’s website
Trevor Boyle is an authorised representative (322857) of Rimbal Investment Services Pty Ltd (AFSL 472548)
Mina Andrawis
Lawyer
Mina Specialises in business legal structures, business succession planning, estate planning and superannuation. In addition, Mina provides general corporate and commercial advice on a wide range of legal matters including contract negotiations, shareholder related matters and key industry and regulatory compliance issues.
Mina graduated with a double degree in Bachelor of Commerce/Law with majors in Finance and Financial Planning. He started his career with the NAB legal team then worked his way through the property and banking and finance division of top 10 law firm Gadens Lawyers. Prior to his current role, Mina specialised in provision of financial and legal advice to high net worth medical and dental practitioners.
Commercially-minded and practical, Mina is highly valued for his technical knowledge and practical approach to commercial negotiations and is praised by clients for his ability to provide simple advice on complex matters.
Wilbert Chhua
IT and Marketing
Wilbert holds dual degrees from Monash University - Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession's loss is very much our gain.