About Financial Planning Expert
Independent advice – the benefits to you
You can also be sure we hold ourselves accountable to values that are uncompromised.
- In putting our clients’ interests before our own;
- In providing advice based on evidence and research;
- In maintaining our professional skills at a high level;
- In providing advice that can be trusted.
Why you can trust us
We work for you
Like legal and medical professionals, the only payment we receive is a fee from you, the client. This means we work for you alone. We don’t accept commission or incentive payments from product or platform providers, nor do we accept other third party payments or incentives (such as referral fees). This is because we put your interests before our own. We don’t have asset-based fees. Our fees are based on how much advice you need, not how much money you have.
Trent Alexander, the owner and founder of Financial Planning Expert, has been a financial planner since 2004 and holds CERTIFIED FINANCIAL PLANNER® status with the Financial Planning Association (FPA) and is also a Specialist Advisor with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA). Trent was published in Superguide as one of nine truly independent planners in Australia and has also appeared on Today Tonight on Channel 7.
How we can help you
Our objective is to help you make smart decisions with your money so you can achieve financial security. We listen to your issues and take the time to understand your needs, concerns and values.
We work hard to educate you, explain your options and guide you through the decision-making process.
We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary. We’re experts in self-managed superannuation funds (SMSFs), retirement planning, life and income protection insurances, investment strategy and advice, tax planning, asset protection, estate planning and advice for Australian expatriates.
What we can do for you
- We can help you make smart decisions with your money.
- We can solve your financial problems
- We can assist you to become financially secure
- We can provide you with peace of mind.
Why we choose to be independent
We do not represent a bank, life insurance company, fund manager or superannuation provider, nor are we affiliated with any institution. We are an independent financial advice group and our independence allows us to operate freely and without restriction. Because of this, our advice is free of influence. Advice without influence is advice you can trust. Financial Planning Expert is a member of the Independent Financial Advisers Association of Australia (IFAAA) and Trent Alexander is listed as one of the top financial planners in Melbourne on Top 10 Financial Planner.
There aren’t many independent financial advice firms in Australia, we are one of only a few. In fact, of the 18,000 licensed financial planners in the country, it is believed less than 1% are genuinely independent. Independent financial advice is therefore hard to find.