Financial Adviser
· CAULFIELD NORTH, VIC
Trent Alexander
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000351547
Trent Alexander is a financial adviser based in Caulfield North, Victoria, with 22 years of experience in the financial services industry. Trent is currently authorised under Financial Planning Expert 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 FPA. Trent is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
Advanced Diploma Financial Services (Financial Planning)
Tribecca
2008
Bachelor of Business (Financial Planning)
RMIT
2010
Certified Financial Planner
FPA
2011
SMSF Specialist Adviser
SPAA