Trent Crothers
Financial Adviser
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About
Trent Crothers is an ASIC-registered financial adviser based in Wodonga, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a strong foundation built upon extensive qualifications, including a Margin Lending and Geared Investments certification from Kaplan Professional (2011), an Advanced Diploma of Financial Planning from Kaplan Professional (2012), the designation of Fellow Chartered Financial Practitioner (FChFP) from the Association of Financial Advisers (AFA) in 2016, an ASX Listed Products Accreditation from LPAC Online (2017), and a Super Concepts & ICFS Specialist SMSF Course from The University of Adelaide (2020), Trent possesses the knowledge and expertise to provide comprehensive financial guidance. Trent is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also offer tailored solutions for investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Trent can provide personalized advice to meet your specific needs. Contact Trent today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Trent Crothers offer?
Trent Crothers provides comprehensive financial advice covering superannuation, retirement planning, wealth management, insurance, and investments. He tailors strategies to meet each client's unique needs and goals.
What are Trent's qualifications and experience in the financial industry?
Trent holds a Margin Lending and Geared Investments certification, an Advanced Diploma of Financial Planning, is a Fellow Chartered Financial Practitioner (FChFP), has an ASX Listed Products Accreditation, and completed a Super Concepts & ICFS Specialist SMSF Course. He has been providing financial advice since 2012.
How does Trent Crothers approach financial planning with his clients?
Trent focuses on understanding his clients' current financial situation, future goals, and risk tolerance. He then develops a personalized financial plan, regularly reviews it, and adjusts as needed to ensure clients stay on track.
What can I expect during my first meeting with Trent?
During your initial consultation, Trent will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Trent and understand how he can help you achieve your financial objectives.
Does Trent Crothers specialize in any particular area of financial planning?
Trent has specialist knowledge in Self-Managed Super Funds (SMSFs), investment strategies, and retirement planning, allowing him to offer specialized advice in these complex areas.
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