About Trent

Trent is a Private Wealth Adviser and is well-known and connected in the Brisbane financial services industry.

Joining Shadforth in 2010, Trent has more than 20 years of financial planning and banking experience. Trent works with clients of all ages and stages, but particularly with business owners, board members, senior executives and family groups.

He is well-known for building life-long, trusting relationships with his clients and bases his professional practice on his key values of listening, grace, and kindness.

Education and experience

• Graduate Diploma of Financial Planning
• Diploma in Financial Markets, Investments and Securities
• Senior Associate of the Financial Services Institute of Australasia
• Member, Australian Institute of Company Directors

Trent has a wealth of knowledge and in-depth understanding of the complex planning, taxation and structural issues that apply to business owners’ and professionals’ planning retirement goals. With this expertise, he is well placed to provide clients with high quality wealth creation and asset protection strategies.

Trent specialises in providing advice to:

• owners of small/medium enterprises.
• intergenerational family members.
• board members, senior managers and executives across many industries including not-for-profit and education.
• clients undergoing change such as divorce, retirement or establishing or selling a business.

Throughout his career at Westpac and BT, Trent achieved several awards for excellence and delivering his clients exceptional advice and outcomes.

Outside of work

Trent is a keen long-distance runner and couples this passion with his charity work on the MND and Me Foundation Board. He can often be found running an international marathon with the MND team and enjoys involving his family in his active pursuits.

What my clients say

"Trent's exceptional knowledge, measured professional approach and personable manner puts clients from all walks of life immediately at ease and gives them direction."