Financial Planning - Trumans Wealth Management
Financial planning is about not only understanding your financial goals, but also working out the means of achieving them. At Trumans Wealth Management our focus is on providing both businesses and individuals with quality advice and strategies for achieving their goals.
Our Approach to Planning
At Trumans Wealth Management, we recognise that the quality and experience of our team is the key to our success, and more importantly, your financial well-being. Our team of financial advisers pride themselves on their professionalism and client-centric focus, and will work with you to help create a life of choice and opportunity.
We can provide strategic advice and innovative solutions that meet your needs in a range of areas including:
- Self-Managed Superannuation Funds
- Relationship breakdown and divorce
- Retirement & Investment planning
- Superannuation strategies
- Direct Shares
- Personal insurance and risk management
- Estate and Succession planning
- Portfolio construction and review.
If you would like to discuss our financial planning services, please contact us or phone 02 8223 2614.
Our Financial Planners
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John TsolakisBCom, FCA, Dip FS (Financial Planning)Director/Financial PlannerAfter seven years in other chartered firms, John joined Trumans more than twenty years ago and became a partner over fifteen years ago. He is a registered company auditor and a Fellow of the Taxation Institute of Australia. His audit, taxation and business services experience ranges over public and private companies, local government, primary production and professional practices. |
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John D’AlessandriCFP® BBus FFPA FCPA DipFPDirector/Financial PlannerJohn has over 24 years experience as a financial adviser, advising a broad range of clients including senior executives. Prior to joining Trumans Wealth Management, John had established a successful boutique advisory firm and had also held several senior management positions within a major national financial planning group. |
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Ros Johannesen
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Penny Chai
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Que Di-Leo
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Jack Cheng
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Partnership with Hillross
To ensure we provide our clients with the best advice, we have partnered with Hillross Financial Service Limited, a leading professional wealth adviser firm. Hillross was established in 1987 and today looks after more than $13.2 billion in client funds. With more than 350 financial advisers across Australia and the backing of AMP, one of the best-known financial firms in Australia for over 160 years, Hillross reflects what we are all about - professional wealth management with solid foundations. Visit Hillross.
Trumans Wealth Management Pty Ltd is an authorised representative of Hillross Financial Services Limited ABN 77 003 323 055, AFS License No 232705
Trumans Investment Committee
- John D’Alessandri (Chairman), Trumans Adviser
- Ros Johannesen, Trumans Adviser
- John Tsolakis, Trumans Adviser
- John Wong, Senior Research Analyst - AMP
Trumans Investment Committee
Financial Services Credit Guide
This financial services guide is to help you decide if you want to use any of the financial services we offer.
Our Financial Services Guide contains information about:
- Hillross Financial Services Limited (Hillross), the company which authorises us to provide our services
- Who we are
- Our services and the process we follow to give you quality financial planning advice
- What to do if you’re unhappy with the services you get from us, and how to complain
- How we are paid
- Our relationships that could influence the advice we give you
Trumans Wealth Management FSCG (requires Adobe Acrobat Reader) 
Trumans Wealth Management Privacy Policy
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