Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE CITY, QLD

Trevor Bentley Susman

BRISBANE CITY, QLD
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000702
Currently at
Aware Super Services
Sydney, NSW (firm address)
View firm profile

About Trevor Bentley Susman

Trevor Bentley Susman is a financial adviser based in Brisbane City, Queensland, with 27 years of experience in the financial services industry since 1999. Trevor is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Trevor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Trevor's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Trevor 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 Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Diploma of Financial Services (Financial Planning)
Commonwealth Banlk
2014
Master of Business Administration
Australian Institute of Business
2018
CPA Program
CPA Australia
2020
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2020
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Oct 2015 - Nov 2019 Ceased
Art Financial Advice Pty Ltd
Jun 2012 - Oct 2015 Ceased

Source: ASIC Financial Advisers Register