Bryan Trembath
Financial Adviser in Griffith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469972
- Location
- Griffith NSW 2680
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 8 December 2014
- First provided advice
- 2012
- Qualifications
- Advanced Diploma of Financial Planning, Advanced Diploma of Financial Planning (2012); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2012); Margin Lending, Kaplan Higher Education Pty Limited (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bryan Trembath
Bryan Trembath is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Griffith, New South Wales (adviser number 000469972).
Bryan provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 8 December 2014.
The register records 2012 as the year Bryan first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Advanced Diploma of Financial Planning, 2012), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Bryan Trembath a registered financial adviser?
Yes. Bryan Trembath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469972.
Which licensee does Bryan Trembath work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Bryan Trembath give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."