Trent has over 20 years of experience in the financial services industry. He has advanced expertise in Applied Finance and Financial Planning and specialises in delivering tailored, personalised strategies that align with his clients’ financial goals and circumstances.
Trent began his career on institutional trading desks, gaining deep insights into financial markets through his experience in investment advising. Over time, he discovered a passion for guiding individuals toward their financial objectives - leading him to focus on delivering comprehensive, holistic financial advice.
He takes a thoughtful, analytical approach to understanding each person’s unique situation, then delivers a clear, actionable path to help them achieve their life and financial goals. By helping clients clarify what truly matters to them, Trent builds structured, achievable strategies that turn aspirations into outcomes.
While highly skilled in superannuation, equities, personal insurance, debt structuring, tax strategy, and estate planning, Trent’s passion lies in providing holistic retirement planning advice. He leverages his strong professional network - including specialists in accounting, asset management, finance broking, and estate planning - to deliver a complete, client-focused experience.
Trent is deeply committed to empowering clients on their journey to financial independence, enabling them to make confident, strategic decisions and live the life they’ve worked hard to build.
Graduate Diploma of Financial Planning, Graduate Diploma of Applied Finance, Diploma of Financial Planning, Specialist accreditation in SMSF, Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Perth office
