Trent Rose
Head of Wealth Management, Financial Adviser, Partner
Trent Rose – Head of Wealth Management, Financial Adviser, Partner
Raised on the Gold Coast, Trent started his career as a surf instructor while studying finance and marketing at Griffith University. After graduating, he transitioned into financial planning and joined Advice First in 2007, becoming a partner in 2016. Following the 2022 merger with Invest Blue, Trent now leads the Wealth Management team, specialising in retirement planning and working closely with select clients. Trent finds retirement planning especially rewarding, as it gives him the opportunity to help clients turn their long-held dreams into reality and build the fulfilling lifestyle they’ve envisioned for their retirement years.
Outside of work, Trent enjoys spending time with his wife, son, and daughter, surfing, and volunteering at the Mermaid Surf Life Saving Club.
Qualifications:
- Bachelor of Business (majoring in Finance and Marketing)
- Advanced Diploma of Financial Services
- Most Trusted Adviser 2023
