Trent Daly's Location
Brisbane City, QLD, AU
Trent Daly's Work
- Private Client Adviser @ Shadforth Financial Group Ltd
- Financial Planner @ BT Financial Group
- Various Banking, Legal and Financial Planning Roles @ Westpac
- Clerk @ Blake Dawson
Trent Daly's Education
- Kaplan Professional
Graduate Diploma Financial Planning GDFP19 (Financial Planning and Services)
- Securities Institure of Australia
Dip Fin Markets (Investments and Securities)
1995 - 1999 - St Edmunds College1986 - 1991
Trent Daly's Skills
- Investments
- Strategic Financial Planning
- Financial Services
- Wealth
- Investment Strategies
- Wealth Management
- Superannuation
- Risk Management
- Financial Planning
- Portfolio Management
Trent Daly's Summary
Trent Daly, based in Brisbane City, QLD, AU, is currently a Private Client Adviser at Shadforth Financial Group Ltd, bringing experience from previous roles at BT Financial Group, Westpac and Blake Dawson. Trent Daly holds a Graduate Diploma Financial Planning GDFP19 in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Investments, Strategic Financial Planning, Financial Services, Wealth, Investment Strategies and more, Trent Daly contributes valuable insights to the industry. Trent Daly has 1 email and 1 mobile phone number on RocketReach.
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Others Named Trent Daly
Top Shadforth Financial Group Ltd Employees
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24
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14
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Steven Parry
Head of Shadforth, QLD at Shadforth Financial Group Ltd
Brisbane, Queensland, Australia21 -
ViewPhillip Gillard
Principal, Private Client Adviser at Shadforth Financial Group Ltd
Sydney, New South Wales, Australia13 -
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Charlie Fraser
Principal Private Wealth Adviser at Shadforth Financial Group Ltd
Brisbane City, QLD, AU23 -
44
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21
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1
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21
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Michael Burton
Principal - Private Client Advisor at Shadforth Financial Group Ltd
Melbourne, VIC, AU11 -
2
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Sally Huynh
Principal Private Wealth Adviser at Shadforth Financial Group Ltd
Brisbane City, QLD, AU23 -
11
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Paul Farmer
National Head of Operations and Goverance at Shadforth Financial Group Ltd
Perth, Western Australia, Australia1 -
13
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