Trent Humphreys
Financial Adviser
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About
Trent Humphreys is an ASIC-registered financial adviser based in Moree, NSW, dedicated to helping clients achieve their financial goals through personalised and strategic advice. With a Bachelor of Financial Administration from the University of England (1999) and a Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2005), Trent brings a wealth of knowledge and experience to his practice. He further holds certifications in Self Managed Superannuation Funds (Tribeca, 2006), Margin Lending and Geared Investments (Kaplan, 2010), and is a Certified Financial Planner (FAAA, 2011). Trent also holds a Diploma of Financial Services (Finance/Mortgage Broking Management) from AAMC Training Group (2011). As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Trent adheres to the highest professional standards, ensuring his clients receive ethical and reliable advice. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Trent can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Trent Humphreys today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Trent Humphreys offer?
Trent Humphreys specialises in superannuation advice, retirement planning, wealth management, and insurance solutions, providing comprehensive financial strategies tailored to your individual needs.
What are Trent Humphreys' qualifications and professional memberships?
Trent holds a Bachelor of Financial Administration, a Diploma of Financial Planning, and is a Certified Financial Planner (CFP). He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How does Trent Humphreys approach financial planning?
Trent takes a personalised approach to financial planning, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your objectives.
What should I expect during my first consultation with Trent Humphreys?
During your initial consultation, Trent will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This is an opportunity for you to ask questions and determine if Trent is the right financial advisor for you.
Can Trent Humphreys help with Self-Managed Superannuation Funds (SMSFs)?
Yes, Trent has specialist knowledge in Self-Managed Superannuation Funds and can provide advice on establishing and managing your SMSF effectively.
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