Financial Adviser
· KYABRAM, VIC
Trevor David Bassett
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000211
Trevor David Bassett is a financial adviser based in Kyabram, Victoria, with 23 years of experience in the financial services industry. Trevor is currently authorised under Wealth Solution Partners 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 Bachelor of Commerce from University of Melbourne. Trevor is a member of Financial Advice Association of Australia (FAAA).
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
2000
Bachelor of Commerce
University of Melbourne
2003
Graduate Diploma of Financial Planning
Securities Institute of Aust
2022
Ethics & Professionalism in Financal Advice
Ethics - Kaplan Professional