Trevor Bentley Susman
Financial Adviser in Brisbane City, Queensland, Australia
Review Trevor Bentley Susman
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 number001000702
- Location
- Brisbane City QLD 4000
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 1999
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (FPA) (2001); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Diploma of Financial Services (Financial Planning), Commonwealth Banlk (2003); Master of Business Administration, Australian Institute of Business (2014); CPA Program, CPA Australia (2018); FPC001B Economic and Legal context for Financial Planning, Kaplan Professional (2020); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Professional (2020); 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Trevor Bentley Susman
Trevor Bentley Susman is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001000702.
Trevor provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. The current authorisation started on 1 December 2019.
According to the register, Trevor first provided financial advice in 1999. Qualifications and training on file include Certified Financial Planner (Financial Planning Association of Australia (FPA), 2001), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001) and Diploma of Financial Services (Financial Planning) (Commonwealth Banlk, 2003). Trevor is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
Reviews
Nobody has reviewed Trevor Bentley Susman here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Trevor Bentley Susman a registered financial adviser?
Yes. Trevor Bentley Susman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000702.
Which licensee does Trevor Bentley Susman work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Trevor Bentley Susman 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."