Financial Adviser
· BRISBANE, QLD
Trent Daly
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003044
Trent Daly is a financial adviser based in Brisbane, Queensland, with 26 years of experience in the financial services industry. Trent is currently authorised under Shadforth Financial Group 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Trent is a member of Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Markets
Securities Institute of Australia
2006
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2010
ASX Accredited Listed Product Advicer (ALPA) Program
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd