Financial Adviser · GEELONG, VIC

Trevor John Boyle

28 Years experience
Currently at
Berkeley Vale, NSW
ASIC Registered · ADV 000322857

Trevor John Boyle is a financial adviser based in Geelong, Victoria, with 28 years of experience in the financial services industry. Trevor is currently authorised under Consilium Advice Pty Ltd. Trevor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Advanced Diploma of Financial Services from Kaplan Professional Education.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Advice in Securities - Limited to Model Portfolios

Qualifications and Training

2005
Diploma of Financial Services
Kaplan Professional Education
2007
Advanced Diploma of Financial Services
Kaplan Professional Education

Registration History

Apr 2019 - Present Current
Advice in Securities - Limited to Model Portfolios
Jul 2018 - Apr 2019 Ceased
Advice in Securities limited to model portfolios on platform
DOVER FINANCIAL ADVISERS PTY LTD
Sep 2016 - Jun 2018 Ceased
MAGNITUDE GROUP PTY LTD
Nov 2012 - Sep 2016 Ceased
Excluding Self Managed Superannuation Funds
LONSDALE FINANCIAL GROUP PTY LTD
Mar 2008 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register