About Us
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About Trinity Plan Management
We are a Melbourne-based business located in the Wyndham area working with clients in the Western Suburbs, greater Melbourne and across Australia.
Our team has over 30 years of experience in accounting and bookkeeping and working with individual clients.
We take pride in making sure that our clients get the very best support and plan management available. We understand the ins and outs of how NDIS funding applies. We take the time to listen to your goals and work with you to get the most out of your funding.
So that you can focus on living your best life, while we take care of the details.
Our values
There’s no cost to you
Having NDIS Plan Management as part of our plan is free and will not reduce other supports. Contact us to find out more or get started with Trinity Plan Management today.
Our Team
Sarah Eldridge
Managing Director
Our founder, Sarah Eldridge has over 25 years of experience in the finance industry having worked in senior financial roles for small businesses, not-for-profit and federal government organisations. Sarah holds a Master of Finance, is an NDIS Registered Plan Manager, an ATO Registered BAS Agent, a member of the Association of Virtual CFO’s and a member of the Institute of Certified Bookkeepers.
Sarah is a Treasurer of Arts Assist, a not-for-profit community organisation that supports, nurtures, and promotes artistic and cultural activities that benefit the community of Wyndham and the Treasurer of the Wyndham Community Bridge Foundation which provides services in various areas for those who are disadvantaged in the Wyndham Community.
Sarah is passionate about help others and is committed to providing person centred, quality services for all those who engage with Trinity. Sarah loves spending time with family, travelling, painting, scuba diving and loving all over her fur babies.
Contact Us Today
Our NDIS support and management lets you spend more time on what matters
Our team members
Shruthi Boda
Shruthi liaises with NDIS Participants and Service Providers ensuring that they receive quality and exceptional individualised service. She has oversight over the NDIS Division and manages the team, assigns tasks and ensuring quality control.
Shruthi holds a Master of Business Information Technology and is the Project and Account Manager at Trinity within the NDIS Division.
Shruthi liaises with NDIS Participants and Service Providers ensuring that they receive quality and exceptional individualised service. She has oversight over the NDIS Division and manages the team, assigns tasks and ensuring quality control.
Shruthi enjoys cooking, playing golf and being obsessively organised. Given a chance Shruthi could binge watch all day and all night.
Jack Gu Yi
Jack Gu Yi is a Certified Public Accountant and heads the Accounts Payable department of Trinity in the NDIS Division.
Jack Gu Yi is a Certified Public Accountant and heads the Accounts Payable department of Trinity in the NDIS Division.
Jack’s keen eye for detail and meticulous work makes him well suited to conduct audits and ensure exceptional quality control in the department.
Jacks spends his free time cooking up a storm, spending time with his family and watching movies.
Danielle Eldridge
Danielle is currently studying for her Bachelor’s in Law and Pharmacology. She holds the position of Accounts Officer at Trinity within the NDIS Division and assists the team with Accounts Receivable and Participant onboarding.
Danielle is currently studying for her Bachelor’s in Law and Pharmacology. She holds the position of Accounts Officer at Trinity within the NDIS Division and assists the team with Accounts Receivable and Participant onboarding.
Danielle loves playing soccer for a local team, travelling, and watching true crime documentaries.
Candice Yee
She holds the position of Accounts and Administration Officer at Trinity in the NDIS Division assisting with onboarding of new participants and business reporting.
Candice holds a Master of Accounting as well as a Bachelor of Education. She is currently studying for her CPA. Candice holds the position of Accounts and Administration Officer at Trinity in the NDIS Division assisting with onboarding of new participants and business reporting.
Candice loves spending time with family and friends, enjoys travelling and attending concerts.
Josie Cutopria
Using over 30 years of experience in Financial Accounting, Management Accounting and Treasury Accounts, Josie assists small business owners with their bookkeeping and accounting requirements.
Josie holds a Bachelor of Business in Accounting & Commercial Law and holds the position of Accountant/Bookkeeper at Trinity in the Small Business Division
Using over 30 years of experience in Financial Accounting, Management Accounting and Treasury Accounts, Josie assists small business owners with their bookkeeping and accounting requirements.
Josie loves spending quality time with family, reading books, working on craft projects and travelling.
Zohra Fathima
Zohra holds the position of Accounts and Administration Officer at Trinity in the NDIS Division assisting NDIS Participants and Service Providers.
Zohra holds a Certificate IV in Accounting & Bookkeeping and is currently undertaking a Diploma in Accounting and a Certificate IV in business.
Zohra holds the position of Accounts and Administration Officer at Trinity in the NDIS Division assisting NDIS Participants and Service Providers.
Zohra loves playing badminton and spending time with family and friends over BBQ’s. She is fond of music, movies, and cooking.
How we helped Jose focus on his education
Jose was looking after his own NDIS plan. Jose had selected self-management because he wanted control. He thought his sister could help manage his services but he didn’t realise how much time his sister would need to spend paying his providers and managing his paperwork. He also wasn’t making the most of his funding.
Jose was overwhelmed. He needed someone to help him choose education courses and work out the payments for the services. He contacted us and we linked him with culturally suitable local care agencies in the area who were able to assist him with finding courses. We managed his plan so he didn’t have to worry about the paperwork and tracking his budget.
Jose is now happily studying and has referred his friends to us.
NDIS Plan Management Australia Wide
We work with NDIS participants and Support Coordinators across the whole of Australia. We offer a one-to-one personalised services. No call centre here!
Proudly providing NDIS Plan Management Services to:
