Retirement
Your IRIS Adviser
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IRIS has a dedicated Financial Adviser, available exclusively to service the advice needs of both existing and prospective IRIS members. Trevor Smillie is a Certified Financial Planner (CFP®) with over 10 years advisory experience, available to provide advice on a wide range of retirement advice topics, such as superannuation/income streams, Centrelink and estate planning. |
Trevor is based in our Melbourne office for appointments, but will also be available to members nationally through a combination of phone and email/web based communications, as well as regular visitations.
We encourage all members to take advantage of Trevor’s availability, and if you haven’t sought advice for a while then it may be timely to have a discussion to review your position and possible advice needs.
Arrange a meeting with Trevor:
Call 1300 138 848 or complete our online form below:
The IRIS Financial Adviser can provide you with either limited (i.e. investment selection) or comprehensive advice services, under a ‘no-commission’, fee-for-service basis. There is no cost or obligation to have an initial (general) discussion to explore your situation and advice needs, and at the conclusion of the initial discussions you will be provided with a fixed quote for any personal advice services required.
The IRIS Adviser service is provided through Industry Fund Financial Planning. Super Members Investments Limited (SMI - ABN 61 095 974 100 AFSL 231230) is the Trustee of IRIS (ABN 88 556 625 125). SMI and Industry Fund Financial Planning are wholly owned by Industry Fund Services Limited - ABN 54 007 016 195, AFSL 232514.
Last updated on 13th December 2011
