Financial Adviser · MOUNT GAMBIER, SA

Trevor Neil Morony

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000278028

Trevor Neil Morony is a financial adviser based in Mount Gambier, South Australia, with 22 years of experience in the financial services industry. Trevor is currently authorised under Consultum Financial Advisers Pty Ltd. 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 Advanced Diploma Financial Services (FP) FNB60402 from MLC ThreeSixty.

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

2004
Diploma of Financial Services (Financial Planning) FNB50802
MLC ThreeSixty
2005
Advanced Diploma Financial Services (FP) FNB60402
MLC ThreeSixty
2011
RG146 Margin Lending
MLC ThreeSixty

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Sep 2012 - May 2021 Ceased
GWM ADVISER SERVICES PTY LTD
Apr 2004 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register