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
  • 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

4.80
27 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 27

Sort by

5.00

"I have complete faith in Trent and his team to handle my finances!! Happy client!!"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Trent and his team are always there to explain and help with our self managed super fund to meet our needs. I feel confident with his advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Trent and his team are always there to explain and help with our self managed super fund to meet our needs. I feel confident with his advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Trent has given my wife and myself beneficial advice on operating our self managed super fund. This included establishing a balanced portfolio tailored to our risk profile, with annual updates. He also helped us with the age pension through Centrelink. Trent has also assisted us with regular updates of the super fund trust deed. We are confident that his advice is specific to our needs and we are comfortable knowing that we have the opportunity to discuss any changes we may have on an annual basis."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Trent has always explained to us in simple way so we can understand. When we needed advice he was there. We have been with Trent and all of his office crew for ten years we are confident to stay with Trent."

  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Trent has been looking after us for over 10 years providing advice and guidance for our self managed super fund, business, investments and retirement planning. Trent quickly developed a good knowledge of our situation, business and aspirations enabling him to best direct our savings to secure a very comfortable future and retirement for us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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