Trent Alexander, CFP®


Name Trent Alexander CFP®
Company Financial Planning Expert Pty Ltd
Address 29 Winona Rd
Mount Eliza, VIC 3930
Phone 0425614993
Website www.financialplanningexpert.com.au

I am an independent financial planner providing advice to employees and retirees. My objective is to help you make smart decisions with your money so you can achieve financial security. I listen to your issues and take the time to understand your needs, concerns and values. I work hard to educate you, explain your options and guide you through the decision-making process. I have chosen to be independent because I believe in providing advice that can be trusted. Advice can only be trusted where conflicts of interest do not exist. As an independent financial planner, I do not have any conflicts of interest. I am therefore properly positioned to put your interests before my own. Like legal and medical professionals, the only payment I receive is a fee from you, the client. This means I work for you alone. I don’t charge asset-based fees and my fees are not based on what I recommend. My fees are based on how much advice you need, not how much money you have.I specialise in self-managed super funds (SMSF's), investment strategy & advice (including investment property advice), tax planning, superannuation and retirement planning, life & income protection insurances and estate planning.Further information can be found on my company website: www.financialplanningexpert.com.au If you're in need of financial advice you can rely on, contact me directly at: [email protected].

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