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Trent Alexander

Financial Planning Expert Pty Ltd

Gold
20 Yrs Experience
Caulfield North, VIC 3161

Trent is one of the few independent financial planners in Australia and is the founder and director of Financial Planning Expert Pty Ltd. Trent is not affiliated with any financial institutions and prides himself on providing independent advice that is free of bias and influence. Trent is a CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA) and also holds SMSF Specialist Advisor certification with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA). Trent specialises in Self-Managed Superannuation Funds (SMSF’s), Estate Planning, Tax Strategies, Life Insurance, Retirement Planning and Investing. Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. He is also completing a Master in Commerce (Financial Planning) and a Diploma of Share Trading and Investment

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Financial Planning Expert Pty Ltd

Suite 5, 242 Hawthorn Rd
Caulfield North, VIC 3161

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Planning Expert Pty Ltd

AFSL 402042