Glenn David Trickey
Financial Adviser in Shepparton, Victoria, Australia
Review Glenn David Trickey
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000243210
- Location
- Shepparton VIC 3630
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 1 July 2021
- First provided advice
- 2003
- Qualifications
- Diploma Financial Services (Financial Planning), Tribeca (2003); Self Managed Super Funds, Tribeca (2004); Advanced Diploma Financial Services (Financial Planning), Tribeca (2005); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2010); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Glenn David Trickey
On the Financial Advisers Register kept by ASIC, Glenn David Trickey appears as a current financial adviser in Shepparton, Victoria, adviser number 000243210.
Glenn provides advice as an authorised representative of Asvw Financial Services Pty Ltd, which holds Australian financial services licence 446176. The current authorisation started on 1 July 2021.
According to the register, Glenn first provided financial advice in 2003. Qualifications and training on file include Diploma Financial Services (Financial Planning) (Tribeca, 2003), Self Managed Super Funds (Tribeca, 2004) and Advanced Diploma Financial Services (Financial Planning) (Tribeca, 2005). Glenn is recorded as a member of Financial Advice Association of Australia (FAAA).
Glenn is authorised to advise 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.
Reviews
Nobody has reviewed Glenn David Trickey here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Glenn David Trickey a registered financial adviser?
Yes. Glenn David Trickey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243210.
Which licensee does Glenn David Trickey work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Glenn David Trickey 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.