Trent Alexander
Financial Adviser in Caulfield North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000351547
- Location
- Caulfield North VIC 3161
- Licensee
- Financial Planning Expert Pty Ltd (AFSL 402042)
- Authorised since
- 13 April 2011
- First provided advice
- 2004
- Qualifications
- Advanced Diploma Financial Services (Financial Planning), Tribecca (2005); Bachelor of Business (Financial Planning), RMIT (2008); Certified Financial Planner, FPA (2010); SMSF Specialist Adviser, SPAA (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Trent Alexander
Trent Alexander is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caulfield North, Victoria (adviser number 000351547).
Advice is given under the Australian financial services licence of Financial Planning Expert Pty Ltd, licence number 402042. The current authorisation started on 13 April 2011.
The register records 2004 as the year Trent first provided financial advice. The qualifications listed for Trent include Advanced Diploma Financial Services (Financial Planning) (Tribecca, 2005), Bachelor of Business (Financial Planning) (RMIT, 2008) and Certified Financial Planner (FPA, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Trent Alexander a registered financial adviser?
Yes. Trent Alexander is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000351547.
Which licensee does Trent Alexander work under?
Financial Planning Expert Pty Ltd, Australian financial services licence 402042.
What can Trent Alexander give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.