Frank Trim Financial Planner Report

Name:
Frank Robert Winston Trim

Rep Number:
000242571

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2011-03-24 onwards

ABN:
97 543 203 762

Licensee
Name:

Number:
000385845

ABN:
64 141 607 098

Appointed By
Name:
Neo Financial Solutions Pty Ltd

Licence Number:
000385845

ABN:
64 141 607 098

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning