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Trixly Andrada

Paraplanner

Trixly graduated from La Trobe University in Melbourne and holds a Bachelors Degree in Commerce, majoring in Accounting. He also holds a Diploma in Financial Planning and is a Certified Financial Planner.

As a Para-Planner at Empower Wealth, Trixly’s main role is providing ongoing support to clients and the broader Financial Planning team. This includes client strategies in conjunction with the Financial Planners, prepare and construct Statement of Advice and Record of Advice documents, and liaise with third parties and clients.

With more than 20 years of experience in the Financial Planning and Accounting industries, Trixly has worked in both small and large companies before joining Empower Wealth in early 2022. He has a vast knowledge in personal insurance, superannuation funds including SMSFs, financial modelling, related entities such as family trusts and companies, taxation, wealth accumulation, retirement planning and estate planning.

Trixly has a passion for history, sports, and movies but most of all he loves to travel overseas. His favourite cities to travel to are New York, Manila, Bangkok, Hong Kong, Beijing, Tokyo, Paris, London, Rome, Berlin, Vienna, Brussels, Warsaw, and Istanbul. His best travelling experience was hiring a car and driving around central Europe for 5 weeks.

 

 

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