About

About 2018-04-12T08:49:40+00:00

Cleveland Financial Planners (CFP) is an independent financial planning and advisory firm helping individuals and families achieve financial independence and security for their futures, no matter what life stage they are currently at.

CFP is co-located with long-standing accountancy practice, Frederiks Accountants in Cleveland and leverages the resources of this relationship. This means our financial planning clients benefit from easy access to tax and other advisory services that impact their financial aspirations.

The organisation is headed by experienced Senior Financial Planner, Trish Symons. As well as being an established financial planner, Trish has extensive experience in working with clients of all ages – from young families right through to helping families with aged care planning, something that is impacting an increasing number of Australians.

At our firm we develop trusted relationships with our clients to help them navigate their way through their life stages by maximising their financial potential, planning for future financial goals and eventually enjoying a financially secure retirement.

Cleveland Financial Planning was formed in 2016 by Frederiks Accountants (hyperlink) and offers full financial, insurance, risk protection, superannuation, retirement/estate and age care planning advice and services.

Our Team

Our team at Cleveland Financial Planners are knowledgable and experienced in helping people understand what financial planning is and how to implement financial strategies and solutions for long-term financial goal achievement and wealth creation.

Trish Symons ADFP – Senior Financial Planner
Authorised Representative No: 245245

​Trish Symons has been working in the Financial Services industry since 1991 and became a Financial Adviser in 2001. Trish currently holds an Advanced Diploma of Financial Planning as well as completed training in Self-Managed Super Funds and Margin Lending. In her many years of experience, Trish delights in working with families and improving the retirement outcomes of older Australians to give them a comfortable retirement rather than just an existence. As a single mother of four, Trish has first-hand experience of the difficulties families face on a day to day basis, and has had much success in bringing better financial outcomes for families.

Linda McCarthy CA, BBus, GradDipTaxSelf Managed Super Funds

Linda McCarthy is our superannuation manager. She provides expert advice on administration and ongoing compliance of self-managed superannuation funds and their taxation implications. Linda helps our clients understand ways to increase their superannuation and also what their options are once they are ready to retire.

Our Process

What distinguishes financial planning firms are a range of factors including:

  1. the processes and systems they apply to meeting you for the first time to understand your financial goals
  2. the understanding that comes with your life stage – involving financial needs for children, home, holidays, nice-to-haves, health and more
  3. the knowledge and advice they give in investments, wealth creation, tax mitigation and retirement
  4. how and when they provide ongoing advice and regularly check in and monitor your situation for you

At CFP we take all FOUR of these factors seriously – in fact it’s what underpins our success with our clients.

​We understand how important it is for you to make the right decision when it comes to achieving your financial goals. Our aim is to support you on your financial journey so that you can make the choices that are important to you.

First we endeavour to understand you; what is important to you and why. Everyone’s needs and aspirations are different, so we’ll tailor a plan to suit you.

Next, we look at all the options for finding the best way to achieve your goals. We’ll talk to you about where you are now, where you want to be, and agree on a plan to help you get there.

And finally, because things are always changing, we’ll work with you to adapt your plan so that it continues to help achieve the things that are important to you.