Trevor Vlassis – Financial Adviser
Adviser identifying number: 1248843
Status: Current
Adviser’s ABN: 20172120195
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: VCO SUPER WEALTH PTY LTD
Licence number: 486787
Licensee’s ABN:
Licence controlled by: EVG PTY LTD
The date the Financial Adviser commenced the appointment: 16/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: VCO SUPER WEALTH PTY LTD
Authorised Representative identifying number: 486787
Authorised Representative’s ABN:
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:
- Bachelor of Economics – The University of Adelaide
- Now Infinity RG146 course – Terra Cordis
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Registered Tax Agent, Tax Practitioners Board
- Taxation Institute of Australia (CTA)
Trevor Vlassis is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation