GEOFFREY CARNE TREWARN
Financial Adviser · Vermont, VIC
📚 Qualifications & Training
1983 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne Institute of Technology
1983 - CPA Orientation - - CPA Australia
1986 - Graduate Diploma in Public Accounting - Graduate Diploma (AQF 8) - Phillip Institute of Technology
2001 - Certified Financial Planner - - Financial Planning Assoc.
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
National Tax & Accountants' Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.