TREVOR BENTLEY SUSMAN
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Commonwealth Banlk
2014 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Business
2018 - CPA Program - Other - CPA Australia
2020 - FPC001B Economic and Legal context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - FPC006 Tax and Commercial Law for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.