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!

Mary Grace Carrillo started her journey as a Financial Planning assistant in August 2022.

Grace joined Trestle Planning and Financial Services in July 2023 to provide additional support as the company is growing. When she's not working with the Trestle Planning team, she goes online to teach basic English to her lovely foreign students. On most holidays, Grace goes to the gym, loves to cuddle with her fur babies and watches movies or series with her husband.

Arvin started his journey as a Financial Planning assistant in April 2022 and began his training under Trestle Planning and Financial Services in November 2023. Recently, he's assisting the financial advisers and other staff in the company making sure that everything is running smoothly like a well-oiled machine. He likes watching anime and Netflix movies during his free time and is a sports enthusiast as well, his sports include badminton, lawn tennis, and ultimate frisbee.