Over the past 24 years Trent has gained considerable experience in a number of varying disciplines. The last 18 years has seen Trent either consulting to financial planning businesses or running his own financial planning practice where he has found his true passion.
Specialising in dealing with the Self Employed and pre-and-post retiree clients has led to Trent specialising in Self Managed Superannuation Funds (SMSF's), and as such, prides himself on keeping informed of complex government and industry changes and enjoys solving problems related to tax, business structuring, superannuation and estate planning.
Trent can provide advice across all facets of financial affairs for individuals and businesses, with a view to maximising a client's personal wealth and converting that to a financially secure future.
Trent prides himself on understanding his clients to provide the right advice at the right time to optimise a clients situation no matter how simple or complex.
I have complete faith in Trent and his team to handle my finances!! Happy client!!
Trent over the years has given me good and honest advice regarding my retirement plan. He has always been available if and when I needed to contact him. I have always felt very comfortable talking to Trent and his staff. Follow ups have always been done promptly and in a business like manner. I have never felt like I was just a number to Trent and his staff, that personal touch to me is very important and I have always felt important.
After my near-fatal accident in Jan 2019, my wife and I needed a trusted adviser to help with investing our superannuation funds. Trent and his team meet our needs and keep us nicely updated on investment performance.
Trent is always clear and knowledgeable in his advice. He listens to our financial needs, for both now and the future, giving us options that cover our Family Super Fund, financial investments and retirement. Over many years his valued advice has been, and is, very appreciated. Trent and his team are always current and up to date with their financial advice and keep their clients informed accordingly.
Trent has provided us with advice in areas including our self managed super fund and small business entity. Trent's knowledge and expertise is outstanding! Reliable, friendly, professional, always contactable and approachable. We feel very confident that the advice Trent provides is correct for our needs.
- Adviser status Gold
- Number of reviews 27
- First year providing advice 2005
- Years of experience 17
- Diploma of Financial Planning (1-8)
Austin's Financial SolutionsSuite 606, Level 6, 20 Bungan Street
Mona Vale, NSW 2103
- 9:00am – 5:00pm Monday – Friday
Oreana Financial Services Pty Ltd