Financial Advisor – Wealth Management
Trent is known as much for his friendly and approachable demeanour as he is for his ability to help his clients reach their financial goals and objectives. He prides himself on having a strong work ethic and providing the same level of care and expertise to managing clients’ money as he would if it were his own financial situation.
Trent holds a Bachelor of Commerce (Accounting and Finance) and graduated with distinction before completing postgraduate studies in financial planning. He has been a valued member of the Accru team, providing strategic service for financial planning clients since 2017.
In his role as Financial Advisor, Trent has worked with individuals, small businesses and associations in areas such as investment advice; retirement planning and insurance protection, as well as debt structuring and estate planning.
Trent prides himself on working hard to find tailored solutions for his clients that ultimately assist in achieving their desired goals and objectives.
It’s not just Trent’s clients who benefit from his energy and expertise. In 2021, he won the Accru Melbourne Russell Curwood Award. The award honours the memory of the late Russell Curwood, who spent over three decades with our team and was legendary for his loyalty, commitment, honesty and great sense of humour. The Russell Curwood Award acknowledges Accru team members who bring that winning combination of passion, performance and personality to all that they do.
When he is not striving to achieve his client goals and objectives, Trent enjoys a round of golf and supporting his beloved Richmond Tigers.
Best describes Trent: Trent provides trustworthy, expert advice and guidance to financial planning clients but it’s less about what he does and more about how he does it. He is caring, friendly and genuinely cares about his clients and achieving their goals and objectives.