A privately owned practice that takes a genuine interest in your life
At Chesterfields we take a genuine interest in our client's lives, and the financial aspects of their life. We pride ourselves on our technical knowledge and our ability to know what strategies and solutions best suit our clients. We keep up to date, and as legislation, investment markets or our client's situation changes, we optimise the current situation.
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Years of service
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Our own licence since
Technical depth, delivered in plain English
At Chesterfields Financial Services we can provide advice on many different areas. Often these areas overlap each other, so it is important to look at financial planning in a holistic manner.
Privately Owned
Since 2015 we have operated under our own licence, free of influence from any bank or financial institution.
Great Personalised Advice
Strategies built around your goals, your risk profile and your stage of life — never an off-the-shelf template.
Direct Access to Our Team
No call centres. You speak with the people who actually build and monitor your plan.
A friendly team where no question is too small
Mark Triggs
Director / Senior Financial Planner
Mark Triggs, with over 10 years in financial services, holds an advanced diploma in Financial Planning. Specialising in strategy formulation aligned with clients' attitudes to risk, Mark excels in pre-retirement planning, superannuation advice and addressing financial concerns. He offers his services as an Authorised Representative of Chesterfields Wealth Pty Ltd and represents Chesterfields Financial Services. Mark's representative number is 320576.
Mark Spagnolo
Director / Financial Planner
With a Master's degree in Financial Planning, a Bachelor's degree in Accounting and mortgage broking experience, Mark has the knowledge and skills to provide tailored financial solutions. He takes pride in developing personalised strategies and guiding clients through complexity in a way they can understand. Outside work, Mark enjoys art, fitness and DIY projects.
Lynne Mcphedran
Client Service Manager
Lynne Mcphedran has over 20 years of experience in the financial planning industry. She is passionate about building strong client relationships and all things insurance, and is committed to delivering exceptional service and support throughout every stage of the client journey.
Eloise Triggs
Client Service Officer / Paraplanner
Eloise Triggs has over seven years of experience in customer service and holds a Diploma in Paraplanning. She is passionate about providing exceptional client support and is committed to delivering a positive experience at every stage of the client journey. Outside of work Eloise enjoys walks along the river and discovering new restaurants.
Joshua Triggs
Client Service Officer
Joshua Triggs has two years of experience in the financial planning industry, working closely with clients and advisers to deliver a professional and seamless service. He also works part-time as a Broker Support Officer, giving him valuable experience across both financial planning and lending. Outside of work, Josh enjoys exploring Perth's café scene and staying active at the gym.
Our partners
We work alongside trusted insurers, platforms, accountants and legal specialists so every part of your plan is handled by people who know it best. Call us on (08) 9486 8226 to learn more.
Save time, be more organised and feel confident your financial future is secure
Don't let financial uncertainty keep you up at night. Book a call with our team and take control of your future.
