Trevor Satill – Financial Adviser

Adviser identifying number: 245186
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PICCADILLY FINANCIAL SERVICES PTY LTD
Licence number: 414417
Licensee’s ABN: 97096525914
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PICCADILLY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000414417
Authorised Representative’s ABN: 97096525914

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan Professional
Certificate in Applied Self Managed Super Fund Advice – Tower Trust
Certified Financial Planner – Financial Planning Association
Chartered Accountant Financial Planning Specialist – The Institute of Chartered Accountants in Australia
Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Trevor Satill is authorised to provide advices on following products:

Government Debentures, Stocks or Bonds
Life Products / Investment Life Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility