Meet Our Team
Our Team - Experienced & Qualified
Nektar Karkotis 

CFP®, GDipFinPlan (FINSIA), BEc (UWA)

MANAGING DIRECTOR | FINANCIAL ADVISER

Nektar is a multiple award winning Financial Adviser who has extensive knowledge in financial planning gained through his educational background and experience from working in a wide array of financial institutions over the past 14 years, as well as dealing closely with other specialists in related fields (such as taxation and law).


After starting in the industry as a University Graduate in 2001, Nektar furthered his studies by achieving a Graduate Diploma in Financial Planning, before becoming a CERTIFIED FINANCIAL PLANNER® practitioner (which is the highest designation in financial planning) in 2008. He has a strong philosophy of continual educational and professional development to stay at the forefront of the industry.

Nektar is passionate about creating a practice that is firmly focused on providing complete tailored financial solutions as well as working closely with clients and their other related professional advisers in order to better understand and achieve their long term financial goals and objectives together.

As a member of the Financial Planning Association of Australia (FPA), Nektar strives to adhere to the highest standards of professionalism, ethics and service in the financial planning industry.

Nektar’s commitment to success has been recognised in all areas of his career and he has been named as one of the top financial planners in Perth and Australia:

- AFR Smart Investor Masterclass – Top 3 in Australia 2013

- AFR Smart Investor Masterclass – Top 4 in Australia 2012
- AFR Smart Investor Masterclass
– Top 5 in Australia 2011
-
AMP Financial Planning WA New Adviser of the Year 2010

      

Nektar is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327.

Wendy Karkotis 

CFP® GDipFinPlan (FINSIA), BCom (UWA)

PRACTICE MANAGER

Wendy started her career in 2001 as a University Graduate and has since gained an extensive background in the financial services industry across large international wealth management firms and boutique financial planning practices in Australia. Over this time, Wendy has obtained the Graduate Diploma in Financial Planning and CERTIFIED FINANCIAL PLANNER® designation in 2009.

Wendy is responsible for the overall compliance and technical operations of the business ensuring that it runs smoothly in adherence with best practice principles. This ensures that our clients receive exceptional advice and service within a constantly evolving legislative landscape. She works closely with Nektar to ensure that our client's financial strategies are tested, implemented and maintained during their ever changing lives.

Camille Rigoli

CLIENT RELATIONSHIP MANAGER

 

With over 10 years experience in the financial planning industry, Camille has a passion for helping clients take action to implement their financial plans into reality.

 

She has an extensive background in the client services and administration side of the industry, ensuring that all client action plans are implemented in an accurate, efficient and timely manner.

 

Camille’s role is predominantly to ensure the smooth operations of the office and liaising directly with clients to deliver a high quality service to them.

Address: Foyer B, Level 1, Suite 7B, 151 Herdsman Parade, Wembley, WA, 6014  |  Telephone: 08 6424 8070

 Email: info@trinityprivatewealth.com.au  |  Website: www.trinityprivatewealth.com.au

Important Information

 

Karkotis Family Pty Limited, ABN 69 603 542 702, trading as Trinity Private Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licensee and Australian Credit Licensee 232706. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. © Copyright 2014 Trinity Private Wealth.