Shaun Kenneth Trewin
Financial Adviser in Scone, New South Wales, Australia
Review Shaun Kenneth Trewin
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 number000444132
- Location
- Scone NSW 2337
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 22 August 2013
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Royal Melbourne Institute of Technology (RMIT) (2008); Accredited Derivatives Adviser Level One, Kaplan (2012); Graduate Diploma of Chartered Accounting, The Institute of Chartered Accountants in Australia (2012); Superannuation Accreditation Program, Deakin Prime (2012)
- Memberships
- Institute of Chartered Accountants Australia
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Shaun Kenneth Trewin
Shaun Kenneth Trewin is a financial adviser in Scone, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000444132.
The licensee Shaun advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 22 August 2013.
According to the register, Shaun first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (Royal Melbourne Institute of Technology (RMIT), 2008), Accredited Derivatives Adviser Level One (Kaplan, 2012) and Graduate Diploma of Chartered Accounting (The Institute of Chartered Accountants in Australia, 2012). Shaun is recorded as a member of Institute of Chartered Accountants Australia.
Shaun is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and derivatives, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Shaun Kenneth Trewin here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Shaun Kenneth Trewin a registered financial adviser?
Yes. Shaun Kenneth Trewin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000444132.
Which licensee does Shaun Kenneth Trewin work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Shaun Kenneth Trewin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; derivatives; managed discretionary account services.