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» Member Information:

Name: Mr Trent Alexander

Login: taale1

Registered on January 31, 2012

Membership Level: Corporate

Position Title: Independent Financial Adviser

Member Profile: I am an independent financial planner providing advice to employees, business owners and retirees.

I specialise in Self Managed Super Funds (SMSF's), Tax & Estate Planning, Retirement Strategies, Investing, Business Succession and Life/Income Protection insurance.

As an independent financial planner I don't have any conflicts of interest, so I am properly positioned to put your interests before my own.

Favourite Quote: Fail to plan, plan to fail

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» Business Details:

Business Name: Financial Planning Expert

Web Site: www.financialplanningexpert.com.au

Brief Business Profile: There aren't many independent financial advice businesses in Australia, Financial Planning Expert is one of only a few.

We do not represent a bank, life insurance company, fund manager or superannuation provider, nor are we affiliated with any institution.

Our independence allows us to operate freely and without restriction.

Our objective is to help you make smart decisions with your money so you can achieve financial security.

We listen to your issues and take the time to understand your needs, concerns and values.

We work hard to educate you, explain your options and guide you through the decision-making process.

We have chosen to be independent because we believe in providing advice that can be trusted.

Advice can only be trusted where conflicts of interest do not exist.

As an independent financial advice firm, we do not have any conflicts of interest.

We are therefore properly positioned to put your interests before our own.

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 have asset-based fees and our fees are not based on what we recommend.

Our fees are based on how much advice you need, not how much money you have.

If you're in need of financial advice you can rely on, contact us at info@financialplanningexpert.com.au.

Business Associates (user names): - -

Business Telephone: 1300 721 174

Regions Serviced: Australia-wide

Australian HQ City: Melbourne

Regional or Int'l HQ:

» Business Media:

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