TRENT JOCK PURSER HUMPHREYS
Financial Adviser ยท Moree, NSW
๐ Qualifications & Training
1999 - Bachelor of Financial Administration - - University of England
2005 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited
2006 - Self Managed Superannuation Funds - - Tribeca
2010 - Margin Lending and Geared Investments - - Kaplan
2011 - Certified Financial Planner - Professional Designations - FAAA
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC Training Group
๐ข Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.