Geoffrey Trewarn Financial Planner Report

Name:
Geoffrey Carne Trewarn

Rep Number:
000235851

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2012-01-17 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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

Qualifications
Swinburne University
Bachelor of Business
CPA Australia
CPA Orientation
Financial Planning Assoc.
Certified Financial Planner
Phillip Institute
Graduate Diploma in Public Accounting
Financial Wisdom
SMSF Course

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
National Tax & Accountants' Association