Financial Adviser · HAWTHORN, VIC

Trevor John Forrest

HAWTHORN, VIC

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000230740

Currently at

Phoenix Financial Planning

Bundall, QLD (firm address)

View firm profile

About Trevor John Forrest

Trevor John Forrest is a financial adviser based in Hawthorn, Victoria, with 27 years of experience in the financial services industry since 1999. Trevor is currently authorised under Alliance Wealth, operating through Phoenix Financial Planning. Trevor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Trevor's qualifications include a Diploma of Financial Planning (DFP1-8) from Financial Planning Association of Australia.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1991

Certificate in Financial Markets

Securities Institute of Australia

2003

Diploma of Financial Planning (DFP1-8)

Financial Planning Association of Australia

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2014

TASA and the TPB Code of Professional Conduct Course

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Oct 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Securinvest Financial Planners Pty. Ltd.

Aug 2016 - Sep 2026 Ceased

A.C.N. 133 593 012 PTY LTD

Apr 2009 - Aug 2016 Ceased

Excludes SMSF

Source: ASIC Financial Advisers Register