Trevor Geffin – Financial Adviser

Adviser identifying number: 1237981
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: CORE PRIVATE WEALTH PTY LIMITED
Licence number: 456979
Licensee’s ABN: 42168301317
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORE PRIVATE WEALTH PTY LIMITED
Authorised Representative identifying number: 456979
Authorised Representative’s ABN: 42168301317

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:

• B Comm Accounting and B App Fin – Macquarie
• Diploma Financial Planning, Margin and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

Trevor Geffin 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