Trevor commenced his professional career in 1980 and has over 40 years’ experience in the financial services industry, with a broad range of experience in portfolio management, investment planning, superannuation/SMSF, estate planning strategies and retirement planning.
Trevor is an Authorised representative, Director and Company Secretary of Aylesbury Financial Group. He is also RG 146 compliant and a current partner of Merrotts Chartered Accountants & Business Advisors.
Chartered Accountants Australia & New Zealand (FCA)
The Tax Institute Chartered Tax Adviser
Registered Tax Agent
Registered Tax (financial) adviser
Associate, Financial Planning Association of Australia Ltd
Bachelor of Commerce
Diploma of Financial Services (Financial Planning)
Registered Financial Adviser
