AARON D TROMBETTA


Licensee: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

AARON D TROMBETTA (Adviser# 001233042) 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 July 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name AARON D TROMBETTA
Adviser Number 001233042
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000230637
WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence ABN 36076858494
Licence Controlled By WILLIAM BUCK (SA) PTY LTD
Adviser Start Date 2015-07-01
Appointing Representative Name WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Appointing Representative Number 000230637
Appointing Representative ABN 36076858494
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • AARON D TROMBETTA
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Banking & Finance) University of South Australia
Certificate IV in Finance & Mortgage Broking Kaplan
Graduate Certificate in Financial Planning Financial Services Institute of Australia
Master of Applied Finance Kaplan
SMSF Specialist Advisor SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230637 WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence controlled by: WILLIAM BUCK (SA) PTY LTD
2015-07-01 - WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Licensee Information

Licence Name WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence Number 000230637
Licence ABN 36076858494

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JESSICA CUMMING William Buck Wealth Advisors (sa) Pty Ltd Current 2018-07-01
LAURA MARIA GROVES William Buck Wealth Advisors (sa) Pty Ltd Ceased 2018-01-01
WENDY ELLEN DRAKE William Buck Wealth Advisors (sa) Pty Ltd Ceased 2017-07-04
TRICIA J KLEINIG William Buck Wealth Advisors (sa) Pty Ltd Current 2016-09-16
SARAH MARGARET PARSONS William Buck Wealth Advisors (sa) Pty Ltd Current 2016-09-16
ANDREW THOMAS BARLOW William Buck Wealth Advisors (sa) Pty Ltd Current 2014-07-03
COURTNEY PURL William Buck Wealth Advisors (sa) Pty Ltd Current 2014-05-14
ADRIAN SCOTT FRINSDORF William Buck Wealth Advisors (sa) Pty Ltd Current 2012-05-21
DENNIS GORDON LAUNDY William Buck Wealth Advisors (sa) Pty Ltd Ceased 2004-02-11
JANINE MARGARET WILLIAMSON William Buck Wealth Advisors (sa) Pty Ltd Current 2003-08-09

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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.