Financial Adviser
· PERTH, WA
Grant Philip Treen
No disciplinary history on record with ASIC
PERTH,
WA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000414779
Grant Philip Treen is a financial adviser based in Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. Grant is currently authorised under Personal Financial Services. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Grant's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Ltd. Grant 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
2002
Bachelor of Business (Information Systems)
Edith Cowan University
2005
Graduate Certificate in Applied Finance and Investment
Securities Institute
2007
Diploma of Financial Services
ThreeSixty
2012
Advanced Diploma of Financial Services
Kaplan Higher Education
2012
Margin Lending and Geared Investments
Kaplan Higher Education
2023
FPC008
Other - Kaplan Higher Education
2023
FPE016
Other - Kaplan Higher Education
2023
Master of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
POLICE & NURSES FINANCIAL PLANNING PTY LTD
SMF WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register