Financial Adviser
· SYDNEY, NSW
Russell Treloar
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005509
Russell Treloar is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Russell is currently authorised under Jbwere Ltd. Russell holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts from The Australian National Unviesity.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Arts
The Australian National Unviesity
2000
Bachelor of Economics
The Australian National University
2004
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2018
Foreign Exchange Accreditation Program
SAFAA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register