Grant Philip Treen
PERSONAL FINANCIAL SERVICES LTD · Perth WA 6004 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000414779
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PERSONAL FINANCIAL SERVICES LTD · AFSL 234459Since 3 March 2026
- Principal business address
- Perth WA 6004
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- 2021
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2026 – presentPERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDApr 2021 – Jan 2026PERPETUAL TRUSTEE COMPANY LIMITED · AFSL 236643
- CEASEDFeb 2017 – Apr 2021POLICE & NURSES FINANCIAL PLANNING PTY LTD · AFSL 237507
- CEASEDOct 2014 – Feb 2017CONSULTUM FINANCIAL ADVISERS PTY LTD · AFSL 230323
- CEASEDJul 2013 – Oct 2014SMF WEALTH MANAGEMENT PTY LTD · AFSL 244350
- CEASEDDec 2011 – Jun 2013BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC008 - Investment Advice
Kaplan Higher Education · 2023 · Other
FPE016 - Self Managed Superannuation Funds
Kaplan Higher Education · 2023 · Other
Master of Financial Planning
Kaplan Higher Education Pty Ltd · 2023 · Masters Degree (AQF 9)
Advanced Diploma of Financial Services
Kaplan Higher Education · 2012 · Advanced Diploma (AQF 6)
Margin Lending and Geared Investments
Kaplan Higher Education · 2012 · Other
Diploma of Financial Services
ThreeSixty · 2007 · Diploma (AQF 5)
Graduate Certificate in Applied Finance and Investment
Securities Institute · 2005 · Graduate Certificate (AQF 8)
Bachelor of Business (Information Systems)
Edith Cowan University · 2002 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Grant Philip Treen claims the profile.
Reviews
Not yet reviewed
No client has reviewed Grant Philip Treen on Souffle yet.
Contacting Grant Philip Treen
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Grant Philip Treen claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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