Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Trent Lawrence Allen
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000440876
Trent Lawrence Allen is a financial adviser based in Upper Mount Gravatt, Queensland, with 18 years of experience in the financial services industry. Trent is currently authorised under Life Path Financial Planning Pty Ltd. 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 Certified Financial Planner from Financial Planning Association. Trent is a member of Financial Advice Association of Australia (FAAA) and SMSF Association - SMSF Specialist Advisor (SSA).
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
2005
Bachelor of Information Technology
Queensland University Technology (QUT)
2006
Bachelor of Business
Queensland University Technology (QUT)
2008
Graduate Diploma of Financial Planning
Finsia
2009
Certified Financial Planner
Financial Planning Association
2009
Master of Applied Finance
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan