Financial Adviser · MELBOURNE, VIC

Trent Andrew Smith

10 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001241178

Trent Andrew Smith is a financial adviser based in Melbourne, Victoria, with 10 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 Master of Commerce from Deakin University. Trent is a member of Association of Superannuation Funds Australia (ASFA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

1996

MLC101 Business Law

Deakin University

1998

MLC204 Income Taxation Law and Practice

Deakin University

2007

FNS50804 Diploma of Financial Services (Financial Planning)

Holmesglen Institute of TAFE

2008

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Holmesglen Institute of TAFE

2009

Professional Certificate in Self-Managed Superannuation Funds

University of Adelaide

2013

Master of Commerce

Deakin University

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Shadforth Financial Group Limited

Apr 2016 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Source: ASIC Financial Advisers Register