Trent Austin

Principal and Senior Adviser

DFP, FPA (AFP), SMSF Specialist Advisor

 

Trent has completed a Diploma of Financial Planning through Deakin University and has been in the financial services industry for more than 24 years. Trent has attained SMSF Specialist Adviser accreditation with the SMSF Professionals Association of Australia (SPAA) and is a Practitioner Member of the Financial Planning Association of Australia.

Over the past 24 years Trent has gained considerable experience in a number of varying disciplines. The last 15 years has seen Trent either consulting to financial planning businesses as well as running his own financial planning practice where he has found his true passion and remains to this day.

Specialising in dealing with the Self Employed and pre-and-post retiree clients has led to Trent specialising in Self Managed Superannuation Funds (SMSF's), and as such, prides himself on keeping informed of complex government and industry changes and enjoys solving problems related to tax, business structuring, superannuation and estate planning.

Trent can provide advice across all facets of financial affairs for individuals and businesses, with a view to maximising a client's personal wealth from their business and converting that to a financially secure retirement.

  

 

Paul Sholl

Director and Senior Adviser

AFP, BComm, ADFS (Financial Planning)

 

Paul's enthusiasm for his work is highly evident from the first time you meet him. He is passionate and committed to his work and has over 19 years experience in the financial services industry. He goes the 'extra-mile' for his clients and takes pride in finding effective solutions for his client's financial needs.

Paul has a Bachelor of Commerce, an Advanced Diploma of Financial Services (Financial Planning) from Deakin University and is a Financial Planning Member of the Financial Planning Association of Australia. With these accreditations and his extensive experience, Paul is well qualified to help clients achieve their personal financial goals.

Paul's passion is helping people, he takes pride in finding solutions for client's needs, including:

- cashflow and lending strategies to buy a home or investment property
- making sure individuals and families have the right personal insurance cover
- bringing superannuation and investment strategies into focus
- helping the 45% of Australians who don't have a valid will get one
- helping people retire and enjoy life after work
- helping people navigate complex Centrelink rules
- assisting individuals and families with Age Care strategies and advice
- working closely with our Accounting team to maximise your personal situation

When not at work Paul's enthusiasm and passion is devoted to his family and keeping fit. Paul is the father of two beautiful girls.

 

          

  

     

 

Samantha Lecky

Practice Manager

 

Samantha joined our business in early 2021 as our Practice Manager. Samantha brings broad experience of the financial planing industry to Austin's and will ensure that we contnue to deliver a high level of advice and support to our clients.  Samantha's strengths lie in process and business management. 

Samantha will be applying her 20 plus years of experience to assist Trent and Paul with the ongoing management of the business.  

 

Kimberley Higgins

Client Service Manager

 

Since joining our business in early 2014 after a sea change from the country, Kimberley has fast become an integral part of the team at Austin's Financial Solutions in her role as our Lead Client Service Manager.  Often being one of the first points of contact for our clients, her experience and great people skills are used to assist with our client queries. 

Applying her past office administration experience, client service, organisational skills and personal drive, Kimberley assists Trent and Paul ensuring the Austin's Financial Solutions office continues to provide the higest quality service to our new and existing clients.

 

Mariel Romaguera

Paraplanner

 

Mariel supports the team with the production of advice documentation, projections and analysis.  

 

Louie John Fuentes

Financial Planning Assistant

 

Louie provides day-to-day support to the team through his dedicated administration work. 

 

 

About Austins Financial Solutions

Our wide range of financial services are designed to assist individuals to optimise their financial situation, and business owners to extract maximum personal wealth from their business endeavours.

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Get in touch

Austins Financial Solutions
Level 6, Suite 606
20 Bungan St
Mona Vale NSW 2103

02 9997 4701

contact@austinsfs.com.au

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