Terry Barron – Financial Adviser

Adviser identifying number: 236039
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: ADVICE EVOLUTION PTY LTD
Licence number: 342880
Licensee’s ABN: 66137858023
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICE EVOLUTION PTY LTD
Authorised Representative identifying number: 342880
Authorised Representative’s ABN: 66137858023

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • CFP – FPA
  • Diploma of Financial Planning – FPA
  • ICFS Specialist for SMSF – Cavendish – University of Adelaide

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Terry Barron 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, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility