KAYE LOUISE TREWARTHA


Licensee: BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE

KAYE LOUISE TREWARTHA (Adviser# 001001119) 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 December 3, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAYE LOUISE TREWARTHA
Adviser Number 001001119
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000329868
BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE
Licence ABN 92199487611
Adviser Start Date 2008-12-03
Appointing Representative Name BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE
Appointing Representative Number 000329868
Appointing Representative ABN 92199487611

Authorisations to provide financial product advice

  • KAYE LOUISE TREWARTHA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Monash University
Certificate IV in Finance & Mortgage Broking Kaplan
Certified Financial Planner FPA
Diploma of Financial Planning FPA Deakin University
Margin Lending & Geared Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000329868 BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE 2008-12-03 - BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE

Licensee Information

Licence Name BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE
Licence Number 000329868
Licence ABN 92199487611

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GREGORY KEITH CONDON Bavolyar Investment Trust & Patterson Family Trust & The Bye Investment Trust & The Trustee for Hickey Family Trust & The Truste Current 2017-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GREGORY KEITH CONDON Bavolyar Investment Trust & Patterson Family Trust & The Bye Investment Trust & The Trustee for Hickey Family Trust & The Truste Current 2017-01-01

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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.