Financial Adviser · ALBURY, NSW

Trent Martin Logue

ALBURY, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000445556

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Trent Martin Logue

Trent Martin Logue is a financial adviser based in Albury, New South Wales, with 12 years of experience in the financial services industry since 2014. Trent is currently authorised under Count Financial Limited, operating through Count Financial. Trent holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Trent's qualifications include a Bachelor of Business (International Business Management) from Charles Sturt University. Trent is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Bachelor of Business (International Business Management)

Charles Sturt University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

2024

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education

2024

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education

2024

Introduction to SMSFs

Accurium Education

Registration History

Count Financial Limited

Dec 2023 - Present Current

Bridges Financial Services Pty Limited

Oct 2021 - Nov 2023 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Commonwealth Financial Planning Limited

Aug 2017 - Aug 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

LONSDALE FINANCIAL GROUP PTY LTD

Sep 2013 - Jul 2017 Ceased

Provisional - Authorised to provide general advice only. Any personal advice will be provided with and under the supervision of a senior financial planner

Source: ASIC Financial Advisers Register