Trent Sanfead

Name
Trent Sanfead
ID
245185
ABN
First Provided Advice
2002
Restrictions
Superannuation: Not authorised to provide SMSF advice.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2003 - Foundation DFP - - Financial Planning Association of Australia
  • 2004 - Certificate 111 in Mortgage Lending - - AAMC Training Group
  • 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia
  • 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
  • 2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Twd Licensee Services Pty Ltd (#475964)
Commenced
Aug. 2, 2022
Ceased
March 14, 2023
Status
Ceased
Licence Holder
Twd Licensee Services Pty Ltd (#475964)
Commenced
April 5, 2019
Ceased
Aug. 1, 2022
Status
Current
Licence Holder
Consultum Financial Advisers Pty ltd (#230323)
Commenced
March 12, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Jigsaw Support Services Pty Limited (#234663)
Commenced
April 9, 2010
Ceased
Feb. 13, 2012
Status
Ceased
Licence Holder
Jigsaw Support Services Pty Limited (#234663)
Commenced
Feb. 13, 2012
Ceased
March 2, 2012
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Dec. 8, 2003
Ceased
April 7, 2010
Status
Ceased
Licence Holder
RI Advice Group Pty Ltd (#238429)
Commenced
Dec. 24, 2015
Ceased
April 4, 2019