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About Financial Planning Expert


Independent advice – the benefits to you

As an independent advice business, we don’t have any conflicts of interest. Because of this, you can be sure we will put your interests before our own.

You can also be sure we hold ourselves accountable to values that are uncompromised.

We believe:

  1. In putting our clients’ interests before our own;
  2. In providing advice based on evidence and research;
  3. In maintaining our professional skills at a high level;
  4. In providing advice that can be trusted.

These values have enabled us to build strong and lasting relationships with our clients.

Why you can trust us

Our independence ensures we are positioned to provide you with advice you can trust. Because of this, our advice is free of conflict. Advice without conflict is advice you can trust.

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 SMSF Specialist Advisor with the SMSF Association. Trent was published in Superguide as one of 63 truly independent planners (out of an estimated 20,000) in Australia and has also appeared on Today Tonight on Channel 7.

How we can help you

Financial Planning Expert is an independent financial planning practice specialising in self-managed super fund (SMSF) advice for retirees and pre-retirees.

Our objective is to help you make smart decisions with your SMSF 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.

Why we choose to be independent

Financial Planning Expert holds its own Australian Financial Services License (402042) issued by the Australian Securities & Investments Commission (ASIC).

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 20,000 licensed financial planners in the country, it is believed less than 1% are genuinely independent. Independent financial advice is therefore hard to find.


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  • About Financial Planning Expert

    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.