Glenn Trickey Financial Planner Report

Name:
Glenn David Trickey

Rep Number:
000243210

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-04-15 onwards

Location:
Shepparton, , VIC, 0

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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

Qualifications
Tribeca
Advanced Diploma Financial Services (Financial Planning)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Tribeca
Diploma Financial Services (Financial Planning)
Tribeca
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)