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Profile - Trevor Garland

Trevor Garland
Authorised Representative
 
 
189 Chester Pass Road
Albany WA 6330
 
 
PO Box 5424
Albany WA 6332
 
 
Tel:(08) 9841 2828
Fax: (08) 9842 3549
Mob: 0407 417 969
 
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 235807

Trevor has been involved in the financial services industry for over 30 years, and a financial planner for the past 17years. He is a Certified Financial Planner and has had experience in a wide range of services, including banking, financial planning and life insurance especially in rural areas, having lived in Albany for the past 30 years.

As an Authorised Representative, Trevor believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs.   He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions

 

Services

Trevor is authorised to provide a wide range of facilities to you, including: 

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies

 

Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
 

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