TRENT ALEXANDER

Licensee: FINANCIAL PLANNING EXPERT PTY LTD

TRENT ALEXANDER (Adviser# 000351547) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 13, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name TRENT ALEXANDER
Adviser Number 000351547
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000402042
FINANCIAL PLANNING EXPERT PTY LTD
Adviser Start Date 2011-04-13
Appointing Representative Name FINANCIAL PLANNING EXPERT PTY LTD
Appointing Representative Number 000402042
Memberships Financial Planning Association of Australia (FPA)
Independent Financial Advisers Association of Australia (IFAAA)
SMSF Association

Authorisations to provide financial product advice

  • TRENT ALEXANDER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Services (Financial Planning) Tribecca
Bachelor of Business (Financial Planning) RMIT
Certified Financial Planner FPA
SMSF Specialist Adviser SPAA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000402042 FINANCIAL PLANNING EXPERT PTY LTD 2011-04-13 - FINANCIAL PLANNING EXPERT PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2010-04-23 - 2011-03-15 TRENT ALEXANDER

Licensee Information

Licence Name FINANCIAL PLANNING EXPERT PTY LTD
Licence Number 000402042

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.