Trent Austin

Austin's Financial Solutions

Gold

19 Yrs Experience

Mona Vale, NSW 2103

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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.

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

5.00 March 2023

Trent and his team at Austin's Financial Solutions have assisted myself and my husband for the last 18 years. We were looking for assistance with a variety of financial decisions and products. I cannot recommend Trent Austin highly enough for the amount of knowledge, ability to listen to is clients and understand their priorities and guidance. Trent has exceeded our expectations every time. Best decision I ever made!

5.00 October 2021

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

5.00 October 2021

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.

4.25 October 2021

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.

5.00 October 2021

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.

Adviser status Gold
Rating 4.81
Number of reviews 27
First year providing advice 2005
Years of experience 19
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

9:00am – 5:00pm Monday – Friday

Oreana Financial Services Pty Ltd

AFSL 482234

Trent Austin

Austin's Financial Solutions

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Austin's Financial Solutions

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Oreana Financial Services Pty Ltd