Aaron Roberts began Financial Planning in 2006 alongside Keith Roberts as part of a successful and experienced financial planning team. Aaron specialises in tax-effective investing and retirement planning plus aged care advice. He is also a Justice of the Peace (JP Qual).

Aaron’s spare time is spent being an uber driver for his daughter and camping by a beach. His career as a professional triathlete is being impacted on by advancing years and work commitments.

Andrew has more than 20 years’ experience in senior finance and analysis management roles, first joining the Australian financial services industry in 2016. Andrew worked with Aaron and Keith while studying before becoming a registered planner in 2018.

Andrew is the designated dog walker at home and enjoys participating in triathlons socially, except when Aaron is racing as well, then it is life and death.

Larissa first joined the business in 1999 as the receptionist and then as a personal assistant.

Larissa has completed her Advanced Diploma of Financial Planning. She enjoys being a point of contact for our clients who know they can talk to a friend and receive the assistance they require. Larissa’s spare time is spent planning and enjoying hiking, camping and road trips.

Elisa has stepped back from her full-time role in the practice and is now in charge of the book keeping and providing additional support during Larissa’s many holidays!

Nicholas Do joined the Trestle Planning team in 2026, bringing a warm, client-first approach to every interaction. As the friendly first point of contact, Nicholas is dedicated to making each touchpoint — whether it's an initial inquiry, scheduling a meeting, or following up on updates — as smooth and seamless as possible.

Currently completing a Bachelor of Commerce, Nicholas brings a sharp, business-minded perspective to his role, with a genuine enthusiasm for building meaningful client relationships and supporting the team behind the scenes while on the road learning to become a financial planner.

Outside of the office, you'll find Nicholas either hitting the courts for a game of tennis, diving into a volleyball match, or with his head in the books — a reflection of the same dedication and drive he brings to work every day.