Trent Austin

Austin's Financial Solutions

Gold
17 Yrs Experience
Mona Vale, NSW 2103

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 27
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Austin's Financial Solutions

Suite 606, Level 6, 20 Bungan Street
Mona Vale, NSW 2103

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234