Trevor Gilbert Dolman – Financial Adviser
Adviser identifying number: 241370
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD
Licence number: 226405
Licensee’s ABN: 93068486126
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD
Authorised Representative identifying number: 226405
Authorised Representative’s ABN: 93068486126
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:
- Certificate Course of the Securities Institute of Australia – The Securities Institute of Australia
- Diploma in Life Assurance – The Australian Insurance Institute
- Diploma of Financial Planning – Financial Planning Association of Australia Limited
- Policy Statement 146 Knowledge Assessment – Integratec
Relevant memberships of professional bodies or industry associations:
Trevor Gilbert Dolman 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
- Superannuation