Financial Adviser
· BRISBANE, QLD
Trent Morgan
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241525
Trent Morgan is a financial adviser based in Brisbane, Queensland, with 10 years of experience in the financial services industry. Trent is currently authorised under Art Financial Advice Pty Ltd. Trent holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Trent is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Graduate Certificate in Financial Planning
Charles Sturt University
2018
Commercial Law
Kaplan Professional
2019
Tax for Financial Advising
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register