Trevor Mervyn Zimmermann – Financial Adviser

Adviser identifying number: 1002133
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: AYLESBURY FINANCIAL GROUP PTY LTD
Licence number: 223260
Licensee’s ABN: 85094021691
Licence controlled by:

The date the Financial Adviser commenced the appointment: 08/11/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AYLESBURY FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 223260
Authorised Representative’s ABN: 85094021691

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:

Relevant qualifications and training:

  • Bachelor of Commerce – University of Queensland
  • Diploma Financial Services (Financial Planning) – TRIBECA

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountant Australia
  • Financial Planning Association of Australia (FPA)

Trevor Mervyn Zimmermann is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation