Trent Allen

I have been interested in finance for as long as I can remember, but I credit my desire to help others improve their quality of life through smarter financial decisions as my reason for pursuing this career. I began my studies in computer programming, gaining a Bachelor of Information Technology before successfully transitioning to the financial services industry and completing a Bachelor of Business and Master of Applied Finance. I am now a certified financial planner, a self-managed superannuation fund specialist adviser, and a life risk specialist. I have experience across wealth creation, superannuation, retirement planning, insurance and wealth protection strategies, as well as aged care planning.

I am at my happiest when spending time with my family (including my wife, Karley, and our three children) at the beach or shooting hoops with the kids in the backyard.