Financial Adviser · MELBOURNE, VIC

Peter Alexander James Trenchard

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000310343

Peter Alexander James Trenchard is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Peter is currently authorised under Aware Financial Services Australia Limited. Peter holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Social Science from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Social Science
Deakin University
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2020
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2023
FPC006 Taxation for Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Apr 2023 - Present Current
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Jul 2020 - Mar 2023 Ceased
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
VICSUPER PTY LTD
Mar 2019 - Jun 2020 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Oct 2013 - Jul 2016 Ceased
Dec 2010 - Oct 2013 Ceased
FORDHAM INVESTMENT MANAGEMENT PTY LTD
Feb 2007 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register