Trent Daly

Trent Daly

Trent joined Shadforth Financial Group in 2010, bringing more than 17 years of financial planning and banking experience to the group.

Before joining he held senior planning roles within a large Australian bank where his technical expertise was recognised during nine years of financial planning and saw him appointed Executive Financial Planner.

He also achieved a number of awards for excellence and was recognised for delivering to his clients’ exceptional service and support.

Trent holds a Diploma in Financial Markets and is a Senior Associate of the Financial Services Institute of Australasia.

Trent specialises in providing advice to owners of small/medium enterprises and to senior managers and executives. He is well placed to provide high quality wealth creation and asset protection strategies.

Trent has a wealth of knowledge, expertise and an in-depth understanding of the complex planning, taxation and structural issues relevant for business owners and professionals in assisting with retirement planning goals.

Shadforth Financial Group

Trent Daly
07 3031 1610