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Financial Advisers: GARY ARTHUR TREVENEN Information

This is the detailed information about GARY ARTHUR TREVENEN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000233079, the year the Financial Adviser first provided advice is 1992 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:12.

Financial Adviser Number: 000233079
Financial Adviser Name: GARY ARTHUR TREVENEN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1992
  1. Financial Adviser Status: Current
    Name of the licence holder: PORTFOLIO PLANNERS PTY LTD
    Licence Number: 000339044
    Licence ABN: 19007350147
    The date the Financial Adviser commenced the appointment: 2015-03-20
    Authorised Representative Name: MARK ANDREW JOSEPH GEORGE
    Authorised Representative Number: 000233074
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 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
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA)

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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.