Trent is one of the few independent financial planners in Australia and is the founder and director of Financial Planning Expert Pty Ltd. Trent is not affiliated with any financial institutions and prides himself on providing independent advice that is free of bias and influence. Trent is a CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA) and also holds SMSF Specialist Advisor certification with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA). Trent specialises in Self-Managed Superannuation Funds (SMSF’s), Estate Planning, Tax Strategies, Life Insurance, Retirement Planning and Investing. Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. He is also completing a Master in Commerce (Financial Planning) and a Diploma of Share Trading and Investment
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Expertise
At a glance
- Adviser status Gold
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Financial Planning Expert Pty Ltd
Suite 5, 242 Hawthorn RdCaulfield North, VIC 3161
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Financial Planning Expert Pty Ltd
AFSL 402042