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Financial Advisers: TREVOR JOHN FORREST Information

This is the detailed information about TREVOR JOHN FORREST, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230740, the year the Financial Adviser first provided advice is 1999 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000230740
Financial Adviser Name: TREVOR JOHN FORREST
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1999
Adviser Town: Melbourne
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SECURINVEST FINANCIAL PLANNERS PTY. LTD.
    Licence Number: 000223280
    Licence ABN: 38005526992
    The date the Financial Adviser commenced the appointment: 2016-08-01
    Authorised Representative Name: SECURINVEST FINANCIAL PLANNERS PTY. LTD.
    Authorised Representative Number: 000223280
    Rep Appointed ABN: 38005526992
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate in Financial Markets - The Securities Institute of Australia ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
  2. Financial Adviser Status: Ceased
    Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Licence Number: 000331367
    Licence ABN: 89133593012
    The company(ies) or people who control the licensee's business: CLEARVIEW WEALTH LIMITED
    The date the Financial Adviser commenced the appointment: 2009-04-10
    The date the Financial Adviser ceased the appointment: 2016-08-01
    Authorised Representative Name: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Authorised Representative Number: 000331367
    Rep Appointed ABN: 89133593012
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate in Financial Markets - The Securities Institute of Australia ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
    Provides details on areas the Financial Adviser is restricted from giving advice on: Excludes SMSF

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.