Trent Rose

Head of Wealth Management, Financial Adviser, Partner
Trent Rose headshot
Trent leads and specialises in retirement planning while working closely with select clients.

Raised on the Gold Coast, he began his career as a surf instructor while studying Finance and Marketing at Griffith University before transitioning into financial planning. He joined Advice First in 2007, became a partner in 2016, and following the 2022 merger, brings his expertise to Ironbark Advice.

Trent finds retirement planning particularly rewarding, helping clients turn long-held dreams into reality and build fulfilling lifestyles for their retirement years. He holds an Advanced Diploma of Financial Services, and his client-focused approach was recognised with the Most Trusted Adviser award in 2023.

Outside of work, Trent enjoys surfing, spending time with his family, and volunteering at the Mermaid Surf Life Saving Club.

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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:

Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.

GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.

LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.