Meredith Trew Financial Planner Report

Name:
Meredith Trew

Rep Number:
000255083

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2006-10-03 onwards

Licensee
Name:

Number:
000240959

ABN:
40 083 233 925

Controlled By:

Appointed By
Name:
Actuate Alliance Services Pty Ltd

Licence Number:
000240959

ABN:
40 083 233 925

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
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Griffith University
Bachelor of International Business
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Diploma Of Financial Planning
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)