Financial Adviser
· ALBURY, NSW
Trent Martin Logue
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000445556
Trent Martin Logue is a financial adviser based in Albury, New South Wales, with 12 years of experience in the financial services industry. Trent is currently authorised under Count Financial Limited. Trent holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (International Business Management) from Charles Sturt University. Trent is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Bachelor of Business (International Business Management)
Charles Sturt University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2024
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2024
Introduction to SMSFs
Accurium Education
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
LONSDALE FINANCIAL GROUP PTY LTD
Provisional - Authorised to provide general advice only. Any personal advice will be provided with and under the supervision of a senior financial planner
Source: ASIC Financial Advisers Register