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. 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. Like legal and medical professionals, the only payment we receive is a fee from you, the client. Financial Planning Expert is an independent financial planning practice specialising in self managed super fund (SMSF) advice for retirees and pre-retirees.
Because of this, our advice is free of conflict. Advice without conflict is advice you can trust. Like legal and medical professionals, the only payment we receive is a fee from you, the client. Financial Planning Expert is an independent financial planning practice specialising in self managed super fund (SMSF) advice for retirees and pre-retirees.
Services
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.
As independent financial planners we are able to put your interests before our own. Our recommendations are not influenced by commission payments or 3rd party obligations and we don't have any conflicts of interest. This means we can advise you freely and focus on the strategies and advice you really need.
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.
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.
Whether you have your superannuation invested in an industry, retail or self-managed super fund (SMSF), there are a number of strategies you can consider to boost your account balance and reduce tax. It's important that you optimise your superannuation arrangements because for most people, superannuation will become a key asset in planning for retirement and achieving financial security.
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