Financial Adviser · VERMONT, VIC

Geoffrey Carne Trewarn

40 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235851

Geoffrey Carne Trewarn is a financial adviser based in Vermont, Victoria, with 40 years of experience in the financial services industry. Geoffrey is currently authorised under Interprac Financial Planning Pty Ltd. Geoffrey 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 from Financial Planning Assoc.. Geoffrey is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and National Tax & Accountants' Association.

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

1983
Bachelor of Business
Swinburne Institute of Technology
1983
CPA Orientation
CPA Australia
1986
Graduate Diploma in Public Accounting
Phillip Institute of Technology
2001
Certified Financial Planner
Financial Planning Assoc.
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jan 2012 - Present Current
Sep 2003 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register