Financial Adviser
· SHEPPARTON, VIC
Glenn David Trickey
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243210
Glenn David Trickey is a financial adviser based in Shepparton, Victoria, with 23 years of experience in the financial services industry. Glenn is currently authorised under Asvw Financial Services Pty Ltd. Glenn 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Glenn 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
2003
Diploma Financial Services (Financial Planning)
Tribeca
2004
Self Managed Super Funds
Tribeca
2005
Advanced Diploma Financial Services (Financial Planning)
Tribeca
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register