Shaun Kenneth Trewin – Financial Adviser

Adviser identifying number: 444132
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/08/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGANS FINANCIAL LIMITED
Authorised Representative identifying number: 235410
Authorised Representative’s ABN: 49010669726

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 Accountancy – University of South Australia
  • Bachelor of Commerce – Royal Melbourne Institute of Technology (RMIT)
  • Graduate Diploma of Chartered Accounting – The Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations: Institute of Chartered Accountants Australia

Shaun Kenneth Trewin is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Securities
  • Superannuation
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services