TRENT ALEXANDER
Financial Adviser · Caulfield North, VIC
📚 Qualifications & Training
2005 - Advanced Diploma Financial Services (Financial Planning) - - Tribecca
2008 - Bachelor of Business (Financial Planning) - - RMIT
2010 - Certified Financial Planner - - FPA
2011 - SMSF Specialist Adviser - - SPAA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.