MenuTrent Alexander CFP®
About Me
I am an independent financial planner specialising in self-managed superannuation fund (SMSF) advice and compliance. I keep things simple, transparent, liquid and low cost by investing in listed Australian equities, term deposits and cash. Equity exposures are actively managed in-house. Fees are fixed in advance and reviewed annually. I also handle SMSF accounting, financials and audit.
Areas of Focus
- Aged care
- Estate planning
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Financial Planning Expert Pty Ltd
