Trent isn’t your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan, before shifting to a career advising sophisticated wholesale investors across Hong Kong, Singapore and Sydney.
In 1993, he started out with a Japanese investment bank and later worked for European commercial bank WestLB AG. In 2000, he was transferred to Tokyo, to run non-Japanese yen funding for the group within the Asia Pacific region. A decade after his career began, he nabbed a role with Citigroup Private Bank, where he advised several of the region’s wealthiest families and entrepreneurs.
After returning to Australia in 2009, Trent worked with both Merrill Lynch and BT Financial Group in senior investment advisory roles. But in late 2016, he was approached by the founder of Kelly+Partners Chartered Accountants with an offer he couldn’t refuse – to establish the firm’s Private Wealth division.
“This was just prior to the Hayne Royal Commission and Brett and I both agreed that there was a better way for sophisticated wholesale investors to access independent general advice,” he says.
“It took a lot of hard work and many long hours to get it established, but it was well worth the sacrifice as we now have a terrific service offering available to our wholesale investors.”
Out of the bunker and onto the green, Trent also knows how to swing a golf club, with a current handicap of just 14 -…
