Trevor Malcolm Kirby-Smith
Financial Adviser in Karana Downs, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000415384
- Location
- Karana Downs QLD 4306
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 December 2011
- First provided advice
- 1999
- Qualifications
- Diploma of Cost and Management Accounting, Technikon SA (1996); Postgraduate Diploma in Financial Planning, University of the Free State (2006); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Trevor Malcolm Kirby-Smith
Trevor Malcolm Kirby-Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Karana Downs, Queensland (adviser number 000415384).
The licensee Trevor advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 15 December 2011.
According to the register, Trevor first provided financial advice in 1999. Qualifications and training on file include Diploma of Cost and Management Accounting (Technikon SA, 1996), Postgraduate Diploma in Financial Planning (University of the Free State, 2006) and Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008).
Trevor is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Trevor Malcolm Kirby-Smith a registered financial adviser?
Yes. Trevor Malcolm Kirby-Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000415384.
Which licensee does Trevor Malcolm Kirby-Smith work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Trevor Malcolm Kirby-Smith 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."