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Adviser Profile

Trent Alexander – Independent Financial Adviser

Trent Alexander - Certified Financial Planner™ BBus(FinPlan) ADFS(FP) SSA® ATIA

Trent served his apprenticeship as a financial planner working for Australia and New Zealand Banking Group (ANZ) and then for a boutique financial advice firm in Melbourne.

After several years of providing conflicted financial advice, Trent decided that his clients deserved advice that was free of influence. But this would not be possible if he remained affiliated with an institution. The answer was to establish an independent financial advice business; Financial Planning Expert.

Financial Planning Expert remains one of the few independent financial advice groups in Australia today and is testament to Trent’s commitment to providing financial advice to the highest of standards.

Trent’s professional standards are further illustrated by his rank of CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA). The CFP® mark is the highest rank attainable for a financial planner and requires that recipients undertake rigorous ongoing education requirements every year to remain at the peak of professional advice standards. Only 30% of licensed financial planners in Australia hold CFP® certification.

Trent is recognised as a financial advice expert and is regularly quoted in the media and has appeared on Today Tonight on Channel 7.

Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. Trent is also a member of the SMSF Association where he holds SMSF Specialist Advisor certification.

To contact Trent Alexander, please complete the short form here or phone (03) 5974 4350.

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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.