Financial Adviser · TAMWORTH, NSW

Rodney George Trustum

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000277980

Rodney George Trustum is a financial adviser based in Tamworth, New South Wales, with 22 years of experience in the financial services industry. Rodney is currently authorised under Interprac Financial Planning Pty Ltd. Rodney 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 Bachelor of Business (Accounting and Finance) from Southern Cross University. Rodney is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Business (Accounting and Finance)
Southern Cross University
2001
Chartered Accountant (CA)
Chartered Accountants ANZ
2008
Graduate Diploma of Applied Finance and Investment
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Aug 2016 - Present Current
Oct 2008 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register