Financial Adviser · TAMWORTH, NSW

Trent Balderston

TAMWORTH, NSW
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004449

Trent Balderston is a financial adviser based in Tamworth, New South Wales, with 13 years of experience in the financial services industry since 2013. Trent is currently authorised under Australian Financial Advisory Solutions. 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 (Financial Management) from University of New England. 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

2012
Bachelor of Business (Financial Management)
University of New England
2013
Diploma of Financial Planning
Kaplan Professional
2021
FPA Aged Care Specialist
Financial Planning Association
2021
SuperConcepts SMSF Specialist
University of Adelaide
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Dec 2019 - Jul 2020 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Jan 2013 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register