Dedicated and family-minded, Trent Cusack finds great personal satisfaction in his work as a private wealth investment adviser. Having the opportunity to protect and grow the wealth of his clients is something Trent sees as a great privilege-and he takes particular care to cultivate relationships based on mutual trust, honesty and respect.
Having completed a Bachelor of Applied Science in Property Economics and a Master of Banking and Finance, Trent spent a number of years working his way up the ranks at UBS before taking on his role as an investment adviser with UBS Wealth Management. Trent’s versatility and commitment to superior service was apparent to his clients and colleagues, and he has built a loyal base of family and individual investors across a range of investment vehicles, including self-managed super funds and family/testamentary trusts. In Trent’s view, it’s important to have an understanding of family culture to transition wealth successfully between generations and ensure each member remains a valid part of the team, working together to align and optimise financial goals. At LGT Wealth Management, he remains focused on delivering the level of care his clients have become accustomed to, along with steady returns, clear planning and a sense of security in how their wealth is being managed. For Trent, his work is always personal—and by playing an active role in his clients’ lives, he can help them thrive through every stage of life.
