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