Trent Morgan
Financial Planner
Qualifications
- Graduate Certificate in Financial Planning
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
I want to assist my clients navigate with ease through the complex world of Superannuation and Centrelink at every exciting phase of their life.
Trent started his career in the financial services profession back in 2010 within the superannuation division of one of the big banks. Then joining StatePlus in 2013 in the newly opened Liverpool office and settling within the Pitt Street office in 2016. What drew Trent to StatePlus was the culture of authenticity and a real desire to put the client first.
Trent’s aim is to ensure he is doing the right thing by his clients by building a strategic plan to help them achieve their goals and objectives. Trent helps his clients navigate the complex world of Superannuation and Centrelink at every exciting phase of their life leading up to retirement and throughout.
Living in in the southern suburbs of Sydney his whole life, he enjoys the beach, baseball, traveling and most of all spending time with his family and friends.