Michael Robert Trebilcock
Financial Adviser in Belmont, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235686
- Location
- Belmont NSW 2280
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 19 November 2019
- First provided advice
- 1994
- Qualifications
- Margin Lending and Geared Investments Course, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Mentor Education (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Robert Trebilcock
Michael Robert Trebilcock is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belmont, New South Wales (adviser number 000235686).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 19 November 2019.
According to the register, Michael first provided financial advice in 1994. The qualifications listed for Michael include Margin Lending and Geared Investments Course (Kaplan Professional, 2011), Advanced Diploma of Financial Planning (Mentor Education, 2016) and Graduate Diploma of Financial Planning (Kaplan Higher Education, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Michael Robert Trebilcock a registered financial adviser?
Yes. Michael Robert Trebilcock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235686.
Which licensee does Michael Robert Trebilcock work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Michael Robert Trebilcock give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."