Financial Adviser · NORTH SYDNEY, NSW

Trevlyn Alastair James Mccallum

NORTH SYDNEY, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001008755

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Trevlyn Alastair James Mccallum

Trevlyn Alastair James Mccallum is a financial adviser based in North Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Trevlyn is currently authorised under Akumin Financial Planning. Trevlyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Trevlyn's qualifications include a Master of International Business from Southern Cross University. Trevlyn is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

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

2004

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Master of International Business

Southern Cross University

2015

Diploma of Financial Planning

Mentor Education Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2026 - Present Current

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

DOVER FINANCIAL ADVISERS PTY LTD

Jul 2016 - Jul 2018 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

May 2015 - Jun 2016 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register