Trevor O’Callaghan
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000415902
- Location
- Perth WA 6000
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 6 February 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Economics, Murdoch University (2001); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, retirement savings accounts
- Restriction
- superannuation -all authorisation above excludes SMSF advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Trevor O’Callaghan
On the Financial Advisers Register kept by ASIC, Trevor O’Callaghan appears as a current financial adviser in Perth, Western Australia, adviser number 000415902.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. That authorisation dates from 6 February 2019.
The register records 2012 as the year Trevor first provided financial advice. Qualifications and training on file include Bachelor of Economics (Murdoch University, 2001), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Trevor is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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: “superannuation -all authorisation above excludes SMSF advice.”
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Questions people ask
Is Trevor O'Callaghan a registered financial adviser?
Yes. Trevor O'Callaghan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000415902.
Which licensee does Trevor O'Callaghan work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Trevor O'Callaghan 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. It also records this restriction: "superannuation -all authorisation above excludes SMSF advice."