Trent Alexander – Financial Adviser
Adviser identifying number: 351547
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: FINANCIAL PLANNING EXPERT PTY LTD
Licence number: 402042
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/04/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL PLANNING EXPERT PTY LTD
Authorised Representative identifying number: 402042
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma Financial Services (Financial Planning) – Tribecca
- Bachelor of Business (Financial Planning) – RMIT
- Certified Financial Planner – FPA
- SMSF Specialist Adviser – SPAA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Independent Financial Advisers Association of Australia (IFAAA)
- SMSF Association
Trent Alexander is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility