Gary Trevenen Financial Planner Report

Name:
Gary Arthur Trevenen

Rep Number:
000233079

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2015-03-20 onwards

Location:
Brighton, Melbourne, VIC, 3186

Licensee
Name:

Number:
000339044

ABN:
19 007 350 147

Appointed By
Name:
Mark Andrew Joseph George

Licence Number:
000233074

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
Institute of Chartered Accountants in Australia
Chartered Accountant - Financial Planning Specialist
Institute of Chartered Accountants in Australia
Chartered Accountant
Ballarat School of Mines & Industries
Diploma of Business Studies (Accounting)
Deakin University
Diploma of Financial Planning

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)