Born in Napier, Trudi grew up and finished college in Wellington. After college, she visited London and ended up living there for many years and raised her two daughters. Whilst Trudi enjoyed much of what London had to offer she was homesick for New Zealand so returned home in 2005 to settle.
Having previously worked in financial services industry, at an insurance company managing their claims and underwriting team, Trudi was a natural when she joined Stewart Group in 2012 as our Risk Support Administrator.
As Stewart Group’s client base increased rapidly, Trudi was quick to spot an opportunity to expand her role. In 2016 she pursued NZ Certificate in Financial Services Level 5 (specialised in Insurance and financial advice) qualification for financial adviser authorisation.
Her hard work paid off and a year later Trudi became an Authorised Financial Adviser which allowed her to work closely with our risk insurance clients alongside our Founding Principal Don Stewart.
Recently in 2019 Trudi completed Level 5 Investment specialisation which makes her an all-rounder in financial advice.
Trudi is a facilitator and part of the leadership team at Venus Clive Group which is a women’s business network. Outside of work she enjoys music, dance, yoga, and spending time with her family.
New Zealand Certificate in Financial Services – Financial Advice (Level 5)
Authorised to practice from the Financial Markets Authority