Financial Planning & Investment Managers
We specialise in Personal Financial Planning & Investment Management. We assist clients from their first steps towards building wealth to managing sophisticated investment portfolios.
Partnering with our father company and AFSL – Trend Capital Group. Our advice comes with a network of services, including access to a wealth of experienced Advisors, some even operating with Trend since 1994.
Need a car loan, need to purchase a new home, want to trade, learn to invest, protect your family or setup your families blueprint to success. We and our service partners are here for you.
Tiana holds a Masters in Financial Planning, Diploma in Finance & Mortgage Broking Management and currently studying her Masters in Applied Finance – specialising in Investment Management and sits as the Secretary of the Trend Advisory Investment Committee.
With a strong academic foundation, strong experience in accounting practices and a passion for tailored financial advice, Tiana is committed to helping clients achieve their financial goals through services like her contribution to the profession as an active member of the FAAA Tasmanian Chapter, ensuring she remains connected to industry best practices and emerging opportunities for all her clients.
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Our Trend Advisory Investment Committee
Jim Penner
Tiana O'Dea
Anthony Wieland
Graham Newall
Brent Ramsay
Trend's Investment Philosophy
At Trend Advisory, our Investment Committee manages 14 model portfolios with a clear philosophy: invest with discipline, innovation, and a long-term outlook. We believe wealth is best built through consistent strategies rather than chasing short-term market noise. That’s why our portfolios are constructed for a 10-year horizon, with turnover kept to less than 5% annually. Far lower than industry norms.
Our portfolios are diversified across growth and defensive assets, with allocations tailored to different levels of risk comfortability, age and funds invested. From conservative investors seeking income and stability to growth-oriented clients wanting exposure to emerging opportunities, each model is designed to deliver clarity, reliability, and performance over time.
We combine the strength of traditional investments, like high-quality Australian companies with proven dividend histories combined with forward-looking opportunities in sectors such as technology, data infrastructure, and digital assets. This balance allows us to capture innovation while maintaining resilience through market cycles.
Every decision we make is backed by independent research, strict performance monitoring, and a commitment to disciplined risk management. By blending innovation with proven strategies, we give clients confidence that their wealth is positioned for long-term success.
What can we assist you with?
Financial Planning
Fail to Plan, Plan to Fail. Let's lay out some footsteps to your success.
Investment Management
Need a trusted partner to manage your client investment portfolios? Enquire now!
Retirement Planning
Review your investments for your future self. Put in place long-term strategies.
Property Lending
Need to refinance or purchase? We will connect you with the top lenders
Asset Loans
Make the process of driving your dream car simpler, a reality. Call us.
Life Insurance
Protect yourself and your family. Leave that legacy behind for your loved ones.
Tax Minimisation
Reduce Tax and optimise your earnings. Speak to our expert tax partners.
Financial Education
Learn how to manage, risk mitigate and grow your income into personal wealth.
Major Partners
