TREVOR NEIL MORONY

Financial Adviser ยท Mount Gambier, SA

Registered

Registration Number

000278028

Registration Status

Registered

Location

Mount Gambier, SA 5290

Providing Advice Since

2004

Registration Date

28/09/2012

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) FNB50802 - Diploma (AQF 5) - MLC ThreeSixty
2005 - Advanced Diploma Financial Services (FP) FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty

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.