GARY ARTHUR TREVENEN (Adviser# 000233079) 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 20, 2015.
| Register Name | Financial Advisers |
| Adviser Name | GARY ARTHUR TREVENEN |
| Adviser Number | 000233079 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1992 |
| Financial Service (AFS) Licence |
Licence# 000339044 PORTFOLIO PLANNERS PTY LTD |
| Licence ABN | 19007350147 |
| Adviser Start Date | 2015-03-20 |
| Appointing Representative Name | MARK ANDREW JOSEPH GEORGE |
| Appointing Representative Number | 000233074 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Chartered Accountant | Financial Planning Specialist - Institute of Chartered Accountants in Australia |
| Chartered Accountant | Institute of Chartered Accountants in Australia |
| Diploma of Business Studies (Accounting) | Ballarat School of Mines & Industries |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000339044 | PORTFOLIO PLANNERS PTY LTD | 2015-03-20 - | MARK ANDREW JOSEPH GEORGE |
| Licence Name | PORTFOLIO PLANNERS PTY LTD |
| Licence Number | 000339044 |
| Licence ABN | 19007350147 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STUART AARON MCRAE | Portfolio Planners Pty Ltd | Current | 2018-08-01 |
| MICHAEL FORER | Portfolio Planners Pty Ltd | Current | 2018-07-24 |
| MARK ANDREW JOSEPH GEORGE | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| SIMON FORER | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| GRAHAM ARTHUR HOGARTH | Portfolio Planners Pty Ltd | Ceased | 2015-03-20 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STUART AARON MCRAE | Portfolio Planners Pty Ltd | Current | 2018-08-01 |
| MICHAEL FORER | Portfolio Planners Pty Ltd | Current | 2018-07-24 |
| MARK ANDREW JOSEPH GEORGE | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| SIMON FORER | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| GRAHAM ARTHUR HOGARTH | Portfolio Planners Pty Ltd | Ceased | 2015-03-20 |
Please comment or provide details below to improve the information on .
| 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.