TREVOR MALCOLM KIRBY-SMITH

Financial Adviser ยท Karana Downs, QLD

Registered

Registration Number

000415384

Registration Status

Registered

Location

Karana Downs, QLD 4306

Providing Advice Since

1999

Registration Date

15/12/2011

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1996 - Diploma of Cost and Management Accounting - Diploma (AQF 5) - Technikon SA
2006 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2015 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2017 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

โ„น๏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.