Trent Ludlow
Senior Adviser & Partner
Location
Sydney
Trent provides tailored investment and strategic advice to high net worth and ultra-high net worth individuals and families.
Working as part of a team, Trent delivers advice in relation to investment strategy, asset allocation, portfolio construction, superannuation, structuring and estate planning.
Trent began his career in private client management in the mid 2000s and believes passionately about providing independent, bespoke advice to a small but highly valued group of clients. He has most recently worked at Commonwealth Private. Prior to that, Trent worked at UBS Wealth Management (London) and Goldman Sachs JBWere (Melbourne).
Trent holds a Master of Applied Finance from Macquarie University, a Bachelor of Commerce (Finance) from Monash University as well as an Advanced Diploma in Financial Planning.
Location
Sydney