Financial Adviser
· SCORESBY, VIC
Trevor John Forrest
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230740
Trevor John Forrest is a financial adviser based in Scoresby, Victoria, with 27 years of experience in the financial services industry. Trevor is currently authorised under Securinvest Financial Planners 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 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Certificate in Financial Markets
The Securities Institute of Australia
2003
Diploma of Financial Planning (DFP1-8)
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register