Geoffrey Carne Trewarn – Financial Adviser

Adviser identifying number: 235851
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 01/09/2003
The date the Financial Adviser ceased the appointment: 30/09/2011
Name of the Authorised Representative: GEOFFREY CARNE TREWARN
Authorised Representative identifying number: 000235851
Authorised Representative’s ABN:

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 Business – Swinburne University
• CPA Orientation – CPA Australia
• Certified Financial Planner – Financial Planning Assoc.
• Graduate Diploma in Public Accounting – Phillip Institute
• SMSF Course – Financial Wisdom

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• National Tax & Accountants’ Association

Geoffrey Carne Trewarn is authorised to provide advices on following products: