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 22 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 22 years Trent has gained considerable experience in a number of varying disciplines. The last 13 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.
Partner 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 16 years experience in the finance 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 specialises in the development and ongoing management of personalised and comprehensive wealth management programs. Paul specialises in:
- Wealth creation and retirement planning for individuals
- Investment portfolio management
- Personal insurance, including income protection, critical illness, life and total and permanent disability
- Home, investment and business loans
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.
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 Client Service Manager. Often being the first point 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, organisational skills and personal drive, Kimberley assists Trent ensuring his clients are serviced with efficiency and professionalism.
Client Service Manager
Amanda has worked in the financial services industry for over 18 years. Amanda joined Austin's from one of Australia's leading banking and financial service providers. Amanda's experience within the industry has given her an edge when it comes to looking after our clients. Amanda brings a strong work ethic, a great attention to detail and a very customer focused approach.
Applying her strong industry experience and ability to juggle multiple tasks (only a mother of three truly understands), Amanda predominately assists with Paul's client s and ensures that they receive the best outcome possible from their experience with Austin's.