Trevor John Forrest
Financial Adviser in Hawthorn, Victoria, Australia
Review Trevor John Forrest
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 number000230740
- Location
- Hawthorn VIC 3122
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 October 2026
- First provided advice
- 1999
- Qualifications
- Certificate in Financial Markets, Securities Institute of Australia (1991); Diploma of Financial Planning (DFP1-8), Financial Planning Association of Australia (2003); Margin Lending and Geared Investments Course, Kaplan Professional (2011); TASA and the TPB Code of Professional Conduct Course, Kaplan Professional (2014)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Trevor John Forrest
Trevor John Forrest is a financial adviser in Hawthorn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000230740.
The licensee Trevor advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 1 October 2026.
The register records 1999 as the year Trevor first provided financial advice. Qualifications and training on file include Certificate in Financial Markets (Securities Institute of Australia, 1991), Diploma of Financial Planning (DFP1-8) (Financial Planning Association of Australia, 2003) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011).
Trevor is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
Reviews
Nobody has reviewed Trevor John Forrest here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Trevor John Forrest a registered financial adviser?
Yes. Trevor John Forrest is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000230740.
Which licensee does Trevor John Forrest work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Trevor John Forrest give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."