Trent Rose
Financial Adviser, Wealth Management Specialist, Partner
Trent Rose – Financial Adviser, Wealth Management Specialist, Partner
Trent has been a licenced Financial Adviser since joining Advice First in 2007 and became a Partner in the firm in 2013. Having a Business Degree majoring in Finance and past experience as a technical analyst, creating financial plans has helped Trent provide the ideal footings for his career as a Financial Adviser.
Trent is accredited to provide advice to “sophisticated investors”, a segment of the market that he is particularly passionate about working with, as Trent sits on a National Board that represents leading financial advice firms in building quality investment portfolios for clients.
Trent was born and bred on the Gold Coast, but enjoys travelling around the country to service the many clients in all states of Australia. Trent and his wife Elicia have a young family, which he enjoys spending the weekends with, as well as family and friends on the famous Gold Coast beaches.
Qualifications:
- Bachelor of Business (majoring in Finance and Marketing)
- Advanced Diploma of Financial Services
- Most Trusted Adviser 2023
