Trevor Geffin
CORE PRIVATE PTY LTD · Bondi Junction NSW 2022 · Advising since 2015
- 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
- 001237981
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CORE PRIVATE PTY LTD · AFSL 539037Since 24 April 2026
- Principal business address
- Bondi Junction NSW 2022
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- 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
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
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.
- CURRENTApr 2026 – presentCORE PRIVATE PTY LTD · AFSL 539037
- CEASEDDec 2015 – May 2023CORE PRIVATE WEALTH PTY LIMITED · AFSL 456979
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
Diploma Financial Planning, Margin and Geared Investments
Kaplan · 2011
Diploma Financial Planning, Margin and Geared Investments
Kaplan Professional · 2011 · Diploma (AQF 5)
Margin Lending & Geared Investments
Kaplan Professional · 2010 · Certificate (AQF 1-4)
B Comm Accounting and B App Fin
Macquarie University · 2008 · 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 Trevor Geffin claims the profile.
Reviews
Not yet reviewed
No client has reviewed Trevor Geffin on Souffle yet.
Contacting Trevor Geffin
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CORE PRIVATE PTY LTD · AFSL 539037
- 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
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- PROFILE CLAIMUNCLAIMED
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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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