Geoffrey Carne Trewarn
Financial Adviser in Vermont, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235851
- Location
- Vermont VIC 3133
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 17 January 2012
- First provided advice
- 1986
- Qualifications
- Bachelor of Business, Swinburne Institute of Technology (1983); CPA Orientation, CPA Australia (1983); Graduate Diploma in Public Accounting, Phillip Institute of Technology (1986); Certified Financial Planner, Financial Planning Assoc. (2001); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA); National Tax & Accountants' Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey Carne Trewarn
Geoffrey Carne Trewarn is a financial adviser in Vermont, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000235851.
Geoffrey provides advice as an authorised representative of Interprac Financial Planning Pty Ltd, which holds Australian financial services licence 246638. That authorisation dates from 17 January 2012.
The register records 1986 as the year Geoffrey first provided financial advice. The qualifications listed for Geoffrey include Bachelor of Business (Swinburne Institute of Technology, 1983), CPA Orientation (CPA Australia, 1983) and Graduate Diploma in Public Accounting (Phillip Institute of Technology, 1986). Geoffrey is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and National Tax & Accountants’ Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Geoffrey Carne Trewarn a registered financial adviser?
Yes. Geoffrey Carne Trewarn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235851.
Which licensee does Geoffrey Carne Trewarn work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Geoffrey Carne Trewarn 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.