Specialisation
Business
Insurance
Insurance
Cash
Flow
Management
Flow
Management
In their own words
Trent is a Financial adviser that has over 8 years of experience in the financial service industry having started predominately as a Personal and Business Insurance consultant. Trent has a strong technical background and always strives to ensure his clients receive exceptional service as part of their financial journey. Trent has experience in a broad range of advice areas which include Insurance, Superannuation and Investments, Cashflow and Debt Management. Trent has completed a Graduate Diploma in Financial planning and is close to completing a master’s Qualification.
Qualifications and memberships
- SMSF Association
- Graduate Diploma of Financial Planning
Service areas
MelbourneSpecialisation
Business
Insurance
Insurance
Cash
Flow
Management
Flow
Management
Talk to Trent about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Melbourne
Team
Shona Klibingaitis
Mortgage and Finance Advisor
Mona Barak
Mortgage and Finance Advisor
Dimitra Koutsougeras
Mortgage and Finance Advisor
Lisa Taylor
Senior Financial Advisor
Matt O’Brien
Financial Advisor
Rebecca De Simoni
Senior Financial Advisor
Alana Pincombe
Senior Financial Advisor
David Klein
Senior Financial Planner
Gary Ziebarth
Senior Financial Advisor
James Dimos
Executive Advisor
James Williams
Senior Financial Advisor
Jason Gan
Senior Finanical Advisor
Jason King
Executive Advisor
Jeff Hanna
Executive Advisor
Kathy Havers
Executive Advisor
Kristian Tribuiani
Executive Advisor
Lakshan Weerasinghe
Executive Advisor
Luke Brendish
Financial Advisor
Martin Sherwood
Executive Advisor
Mitchell Burger
Executive Advisor
Sascha Krummrey
Executive Advisor
Shane Fisher
Financial Advisor
Sheena Vohra
Senior Financial Advisor
Tonina Ciarrocchi
Executive Advisor
Trent Schliefert
Financial Advisor
