SPECIALISATION
Business Insurance
Business
Insurance
Gearing
Gearing
SMSF
SMSF

Trent
Schliefert

Financial Advisor
Melbourne
Victoria
IN THEIR OWN WORDS

Trent is a Financial adviser that has over 8 years of experience in the financial service industry having started predominately as a Personal and Business Insurance consultant. Trent has a strong technical background and always strives to ensure his clients receive exceptional service as part of their financial journey. Trent has experience in a broad range of advice areas which include Insurance, Superannuation and Investments, Cashflow and Debt Management. Trent has completed a Graduate Diploma in Financial planning and is close to completing a master’s Qualification.

Qualifications and memberships

  • SMSF Assocation
  • Graduate Diploma of Financial Planning
SPECIALISATION
Business Insurance
Business
Insurance
Gearing
Gearing
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
"Trent has recently helped me transition to retirement. Prior to this I was a little overwhelmed and concerned I may overlook something and not have the best outcome . Trent listened to my concerns , answered my questions and with his support, knowledge and planning , he made the whole process less challenging and very seamless for me. Trent was always well prepared at our meetings. He is thoroughly professional and knowledgeable . But also , very approachable and friendly. I’m so grateful I had Trent to guide me through this process and I recommend him highly."
Coral, 65+ years, Keilor East, VIC
"I thank Trent for the outstanding advice, guidance, and support provided throughout this process. Trent’s professionalism and clear communication made everything straightforward and stress-free. I truly appreciate the time and effort Trent invested to ensure everything was completed smoothly. It’s been a pleasure working with Trent, and I’ll gladly recommend this service to others."
James, 65+ years, Glenroy, VIC

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