Trent Daly
Financial Adviser in Brisbane, Queensland, Australia
Review Trent Daly
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003044
- Location
- Brisbane QLD 4000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 2 February 2010
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Markets, Securities Institute of Australia (2001); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2006); ASX Accredited Listed Product Advicer (ALPA) Program, Kaplan Education Pty Ltd (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2022)
- Memberships
- Financial Services Institute of Australasia (FINSIA)
- 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 Daly
Trent Daly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 001003044).
The licensee Trent advises under is Shadforth Financial Group Limited (AFS licence 318613). That authorisation dates from 2 February 2010.
The register records 2000 as the year Trent first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute of Australia, 2001), Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2006) and ASX Accredited Listed Product Advicer (ALPA) Program (Kaplan Education Pty Ltd, 2010). Trent is recorded as a member of Financial Services Institute of Australasia (FINSIA).
Trent is authorised to advise 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.
Reviews
Nobody has reviewed Trent Daly here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Trent Daly a registered financial adviser?
Yes. Trent Daly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003044.
Which licensee does Trent Daly work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Trent Daly 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.