Personal Qualifications, Memberships, Organisational Appointments:

• Bachelor of Commerce, University of Queensland
• Fellow, Institute of Chartered Accountants in Australia (FCA)
• Registered Company Auditor
• Registered Tax Agent
• Associate, Financial Planning Association of Australia Ltd
• Diploma of Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
• Director Aylesbury Financial Group Pty Ltd

Trevor commenced his professional career in 1980, working in a chartered accounting practice in audit and business services. He was admitted as a partner in 1987 and due to his increasing involvement in provision of business and financial advice to clients, took an active interest in the financial planning industry and was appointed a partner responsible for the provision of financial planning services in 1989.

Together with Denis Jarrott he is a founding partner of Merrotts Chartered Accountants and Business Advisers and a founding director and company secretary of Aylesbury Financial Group Pty Ltd.

Trevor is RG 146 compliant, and authorised to provide advice in and to deal in the following areas:

• Deposit and payment products – basic deposit and non-basic deposit
• Investment life insurance products
• Life risk insurance products
• Managed investment products, including IDPS
• Retirement Savings Accounts (RSAs)
• Securities
• Superannuation