Data sourced from ASIC Financial Advisers Register
Financial Adviser · KARANA DOWNS, QLD

Trevor Malcolm Kirby-smith

27 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000415384

Trevor Malcolm Kirby-smith is a financial adviser based in Karana Downs, Queensland, with 27 years of experience in the financial services industry. Trevor is currently authorised under Charter Financial Planning Limited. Trevor 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 Postgraduate Diploma in Financial Planning from University of the Free State.

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

1996
Diploma of Cost and Management Accounting
Technikon SA
2006
Postgraduate Diploma in Financial Planning
University of the Free State
2008
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Dec 2011 - 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
Jul 2008 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register