DAVID JOHN TREVETHICK


Licensee: STATE INVESTMENT SERVICES PTY LTD

DAVID JOHN TREVETHICK (Adviser# 000264769) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 30, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID JOHN TREVETHICK
Adviser Number 000264769
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000247458
STATE INVESTMENT SERVICES PTY LTD
Licence ABN 29006664197
Licence Controlled By VALIJEAN PTY. LTD.
Adviser Start Date 2015-03-30
Appointing Representative Name STATE INVESTMENT SERVICES PTY LTD
Appointing Representative Number 000247458
Appointing Representative ABN 29006664197

Authorisations to provide financial product advice

  • DAVID JOHN TREVETHICK
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Certificate in Business (Accounting) Box Hill TAFE
Associate Diploma of Business (Accounting) Box Hill TAFE
Diploma of Financial Planning Deakin University
Foundation DFP Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247458 STATE INVESTMENT SERVICES PTY LTD
Licence controlled by: VALIJEAN PTY. LTD.
2015-03-30 - STATE INVESTMENT SERVICES PTY LTD

Licensee Information

Licence Name STATE INVESTMENT SERVICES PTY LTD
Licence Number 000247458
Licence ABN 29006664197

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHELLE JOY THOMAS State Investment Services Pty Ltd Current 2015-03-30
GRAEME EDWARD MILES State Investment Services Pty Ltd Current 2015-03-30
PAUL ANTONY TREVETHICK State Investment Services Pty Ltd Ceased 2015-03-30

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHELLE JOY THOMAS State Investment Services Pty Ltd Current 2015-03-30
GRAEME EDWARD MILES State Investment Services Pty Ltd Current 2015-03-30
PAUL ANTONY TREVETHICK State Investment Services Pty Ltd Ceased 2015-03-30

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.