Private Client Adviser
Trent is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group.
Education and experience
Trent holds a Diploma in Financial Markets and is a Senior Associate of the Financial Services Institute of Australasia.
Trent joined Shadforth Financial Group in 2010, bringing more than 17 years of financial planning and banking experience to the group. Before joining he held senior planning roles within a large Australian bank where his technical expertise was recognised during ten years of financial planning and saw him appointed Executive Financial Planner. He also achieved a number of awards for excellence and was recognised for delivering his clients exceptional advice and outcomes.
Trent specialises in providing advice to owners of small/medium enterprises and to senior managers and executives. He is well placed to provide high quality wealth creation and asset protection strategies. Trent has a wealth of knowledge, expertise and in-depth understanding of the complex planning, taxation and structural issues relevant for business owners and professionals planning retirement goals.
Blogs by Trent Daly
12 May 2014
With many recent changes to superannuation, it is important to be informed about how the new legislation will affect you and your family.