Trey Ear
Financial Adviser
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About
Trey Ear is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a Bachelor of Commerce from La Trobe University (1995) and extensive industry qualifications, including ASIC PS146 Compliance (Securities and Managed Investments) obtained through the Securities and Derivatives Industry Association in 2002, Margin Lending and a Professional Diploma in Stockbroking from the Stockbrokers Association of Australia in 2010, and the FASEA Relevant Provider Exam passed in 2021, Trey possesses a wealth of knowledge and experience to guide you through the complexities of the financial landscape. As an authorised adviser, Trey provides expert advice on wealth management, securities, and government debt securities, ensuring your investments align with your individual needs and risk tolerance. He is committed to providing clear and straightforward guidance, empowering you to make informed decisions about your financial future. • Wealth Management Strategies • Securities Advice and Trading • Government Debt Securities • Portfolio Construction and Management • Investment Planning Whether you are planning for retirement, building your investment portfolio, or seeking expert advice on wealth management, Trey is here to help. Contact him today to arrange a consultation and discover how he can assist you in achieving your financial aspirations.
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Frequently Asked Questions
What services does Trey Ear provide?
Trey Ear provides comprehensive advice on wealth management, securities, and government debt securities. He offers tailored solutions to help you achieve your financial goals, from investment planning to portfolio management.
What qualifications does Trey Ear have?
Trey Ear holds a Bachelor of Commerce from La Trobe University, ASIC PS146 Compliance (Securities and Managed Investments), qualifications in Margin Lending and a Professional Diploma in Stockbroking from the Stockbrokers Association of Australia, and has passed the FASEA Relevant Provider Exam.
How can Trey Ear help me with wealth management?
Trey Ear can help you develop a personalized wealth management strategy tailored to your specific financial situation and goals. He can assist with investment planning, portfolio construction, and ongoing management to help you grow and protect your wealth.
What can I expect during a consultation with Trey Ear?
During a consultation with Trey Ear, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and a collaborative approach to developing a personalized financial plan that aligns with your objectives.
How does Trey Ear stay up-to-date with the latest financial regulations?
Trey Ear is committed to ongoing professional development and regularly participates in industry training to stay informed about the latest financial regulations and best practices. This ensures that he provides you with accurate and compliant advice.
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