Trevor Zimmermann Financial Planner Report

Name:
Trevor Mervyn Zimmermann

Rep Number:
001002133

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2005-11-08 onwards

Licensee
Name:

Number:
000223260

ABN:
85 094 021 691

Appointed By
Name:
Aylesbury Financial Group Pty Ltd

Licence Number:
000223260

ABN:
85 094 021 691

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, excluding IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Queensland
Bachelor of Commerce
TRIBECA
Diploma Financial Services (Financial Planning)

Memberships
Chartered Accountant Australia
Financial Planning Association of Australia (FPA)