Financial Adviser
· BURSWOOD, WA
Trey Moredoundt
No disciplinary history on record with ASIC
BURSWOOD,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003865
Trey Moredoundt is a financial adviser based in Burswood, Western Australia, with 16 years of experience in the financial services industry since 2010. Trey is currently authorised under Gallagher Benefit Services, operating through Gallagher Benefits. Trey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Trey's qualifications include a Bachelor of Commerce (Economics and Finance) from Curtin University. Trey 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Economics and Finance)
Curtin University
2009
Diploma of Financial Services (Financial Planning)
ThreeSixty (GWM Adviser Services)
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
POLICE & NURSES FINANCIAL PLANNING PTY LTD
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register