Trevor Satill – Financial Adviser

Adviser identifying number: 245186
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PICCADILLY FINANCIAL SERVICES PTY LTD
Licence number: 414417
Licensee’s ABN: 97096525914
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PICCADILLY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000414417
Authorised Representative’s ABN: 97096525914

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:

  • ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan Professional
  • Certificate in Applied Self Managed Super Fund Advice – Tower Trust
  • Certified Financial Planner – Financial Planning Association
  • Chartered Accountant Financial Planning Specialist – The Institute of Chartered Accountants in Australia
  • Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)

Trevor Satill is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility