Financial Adviser · GRIFFITH, NSW

Bryan Trembath

GRIFFITH, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000469972

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Bryan Trembath

Bryan Trembath is a financial adviser based in Griffith, New South Wales, with 14 years of experience in the financial services industry since 2012. Bryan is currently authorised under Akumin Financial Planning. Bryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bryan's 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

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

Akumin Financial Planning Pty Limited

Dec 2014 - Present Current

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

Commonwealth Financial Planning Limited

Aug 2012 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register