Financial Adviser · WARRAGUL, VIC

Trevor William Norman Thompson

29 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000427875

Trevor William Norman Thompson is a financial adviser based in Warragul, Victoria, with 29 years of experience in the financial services industry. Trevor is currently authorised under Akumin Financial Planning Pty Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2013

SMSF Specialist Advisor Program

SMSF Association

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Aug 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Watershed Dealer Services Pty Ltd

Feb 2022 - Aug 2024 Ceased

Synchron Advice Pty Ltd

Aug 2019 - Feb 2022 Ceased

Financial Wisdom Limited

Sep 2012 - Jul 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending.

Perpetual Trustee Company Limited

Nov 2010 - Aug 2012 Ceased

Commonwealth Financial Planning Limited

Mar 2010 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register