Trevor Schmid – Financial Adviser

Adviser identifying number: 1002126
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: UNISUPER MANAGEMENT PTY. LTD.
Licence number: 235907
Licensee’s ABN: 91006961799
Licence controlled by: UNISUPER LIMITED

The date the Financial Adviser commenced the appointment: 05/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNISUPER MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 235907
Authorised Representative’s ABN: 91006961799

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:

• Advanced Diploma of Financial Services (Financial Planning) – KAPLAN
• Certificate of Margin Lending and Geared Investments – KAPLAN
• Diploma of Financial Services (Financial Planning) – 360 Adviser Campus
• RG146 – KAPLAN
• Self Managed Superannuation Funds Program – KAPLAN

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

Trevor Schmid is authorised to provide advices on following products:

• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation