About Financial Planning Expert
Financial Planning Expert is an independent financial advice business specialising in advice for employees, retirees and Australian expatriates.
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, we explain your options and we guide you through the decision-making process.
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.
Financial Planning Expert holds its own Australian Financial Services License (402042) issued by the Australian Securities & Investments Commission (ASIC). We don’t represent a bank, life insurance company, fund manager or superannuation fund, nor are we affiliated with any institution. 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.
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.
Financial Planning Expert services clients Australia-wide and the expatriate community, and all our clients have one thing in common – they trust us.
If you are looking for financial advice you can trust, contact Financial Planning Expert or phone (03) 9708 8126.