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Extensive Financial Advising Experience for Retail and High Net Worth Clients
Trey began his stockbroking career in January 1999. With over 25 years of stockbroking and client advising experience, Trey has been through many market cycles and is well placed to help clients navigate current market uncertainties and challenges.
Trey specialises in providing investment advice and portfolio construction strategies to retail and high net worth clients.
Authorisations
Financial advisers register - Moneysmart.gov.au
Trey Lee Ear can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
Trey is accredited to provide tax (financial) service advice.
Qualifications
- Example: Graduate Diploma of Financial Planning, KAPLAN, 2020
- Bachelor of Commerce, LaTrobe University, 1995