About us
Cascade Financial is located in the picturesque North East Victoria township of Bright.
Servicing clients in Bright, Shepparton, Melbourne and other regional areas, Cascade Financial was established as a company with a passion for developing deep and ongoing financial planning relationships with clients across Melbourne and the North East Victorian Region.
In operation since 2014, Cascade Financial is now in its 10th year of business. Looking after our clients financial wealth as well as educating clients in making strategic, positive financial decisions so that lifestyle can be the upmost priority.
Over time, our personal commitments continue to grow and we often lose sight of what makes us happy. Cascade Financial is here to assist in the process of getting what you want through strategic financial decisions that work for you.
Our focus is to work alongside our clients to find the right solutions in a number of different areas including the ethical investing environment, and we are committed to understanding our clients and providing solutions that meet their needs.
Mark Trahair
Mark is the Director of Cascade Financial and our financial adviser who assists clients in a range of solutions. Helping clients navigate their way through financial choices and protecting their wealth are some of the areas Mark assists his clients.
More recently, Mark has followed his passion to educate and provide solutions around investment choices in the ethical environment, whether it’s within their Superannuation fund or with funds from a bank account.
Mark has a passion to empower each individual with the option to make a real change to their financial position. He commenced work in the Financial planning industry in 2007 and works to deliver the highest standard of holistic advice to his clients.
In pursuing his passion of snow sports, Mark came across Cascade Mountain when he lived in Banff, Canada for 18 months and feels that it represents lifestyle, passion, and dedication. Standing at 2998 meters tall, Cascade Mountain reflects strength, commitment and determination. In our logo, the feather represents a natural product of a clean, sustainable and healthy environment.
Katherine Newcombe
Joining the team in 2019, Katherine brings over 10 years experience in the financial planning industry. Katherine brings great energy and will be your main point of contact for the office.
Katherine has a son, enjoys netball, sewing and quality time with the family.
Aliannah Yraola
Aliannah is our office administrator and is involved in every step of the process. She assists in delivering our promises to all our clients.
With many years of experience in the Financial Planning Industry, Aliannah is keen to continue her growth in the industry.
Aliannah also has a son and enjoys watching live music and travelling.