Financial Adviser
· MELBOURNE, VIC
Trent Schliefert
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307362
Trent Schliefert is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. Trent is currently authorised under Viridian Advisory 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Debt Strategies
Kaplan Education Pty Ltd
2024
SMSF Regulations and Taxation
Kaplan Education Pty Ltd