Financial Adviser · GRIFFITH, NSW

Bryan Trembath

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000469972

Bryan Trembath is a financial adviser based in Griffith, New South Wales, with 14 years of experience in the financial services industry. Bryan is currently authorised under Akumin Financial Planning Pty Limited. Bryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Advanced Diploma of Financial Planning
Advanced Diploma of Financial Planning
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2015
Margin Lending
Kaplan Higher Education Pty Limited
2017
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Dec 2014 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2012 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register