Financial Adviser
· PERTH, WA
Trent Walter Savage
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005274
Trent Walter Savage is a financial adviser based in Perth, Western Australia, with 22 years of experience in the financial services industry. Trent is currently authorised under Australian Fsl 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).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services
Kaplan Professional Education
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2008
Bachelor of Commerce (Financial Planning)
Curtin University
2010
Certified Financial Planner
Financial Planning Association
2018
Master of Business Administration
Curtin University
Registration History
W B FINANCIAL MANAGEMENT PTY LTD
PLAN B WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register