Financial Adviser · MELBOURNE, VIC

Peter Alexander James Trenchard

MELBOURNE, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000310343

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

About Peter Alexander James Trenchard

Peter Alexander James Trenchard is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Peter is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Peter holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Peter's qualifications include a Bachelor of Social Science from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Social Science

Deakin University

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2020

FPC001B Economic and Legal Context for Financial Planning

Kaplan Professional

2023

FPC006 Taxation for Financial Planning

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Apr 2023 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Aware Financial Services Australia Limited

Jul 2020 - Mar 2023 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

VICSUPER PTY LTD

Mar 2019 - Jun 2020 Ceased

VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Perpetual Trustee Company Limited

Oct 2013 - Jul 2016 Ceased

Perpetual Trustee Company Limited

Dec 2010 - Oct 2013 Ceased

FORDHAM INVESTMENT MANAGEMENT PTY LTD

Feb 2007 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register