Trevor Bentley Susman – Financial Adviser

Adviser identifying number: 1000702
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence number: 238430
Licensee’s ABN: 86003742756
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016]

The date the Financial Adviser commenced the appointment: 26/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Authorised Representative identifying number: 238430
Authorised Representative’s ABN: 86003742756

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:

  • Associate of CPA Australia – CPA Australia
  • Associate of the Chartered Insurance Institute – Chartered Insurance Institute
  • Certified Financial Planner – Financial Planning Institute of Australia
  • Diploma of Financial Planning – Deakin University / Financial Planning Association of Australia
  • Master of Business Administration – Australian Institute of Business

Relevant memberships of professional bodies or industry associations:

  • Australian Institute of Management
  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)

Trevor Bentley Susman is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Securities
  • Superannuation