Financial Adviser · BELMONT, NSW

Michael Robert Trebilcock

BELMONT, NSW

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000235686

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

Michael Robert Trebilcock is a financial adviser based in Belmont, New South Wales, with 32 years of experience in the financial services industry since 1994. Michael is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Michael is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Mentor Education

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Nov 2019 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Financial Wisdom Limited

Sep 2003 - Nov 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending, Securities

Source: ASIC Financial Advisers Register