About Me

Trent is qualified to provide advice in the following areas;• Wealth creation• Australian shares and managed funds• Global shares and managed funds• Employee share schemes• Gearing strategies• Superannuation• Self-managed superannuation• Corporate superannuation schemes• Pre and post retirement planning• Asset protection• Personal insurance• Estate planning

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Australian Fsl Pty Ltd
CERTIFIED FINANCIAL PLANNER®