David Trevethick Financial Planner Report

Name:
David John Trevethick

Rep Number:
000264769

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-03-30 onwards

Licensee
Name:

Number:
000247458

ABN:
29 006 664 197

Controlled By:

Appointed By
Name:
State Investment Services Pty Ltd

Licence Number:
000247458

ABN:
29 006 664 197

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
Superannuation

Qualifications
Box Hill TAFE
Advanced Certificate in Business (Accounting)
Box Hill TAFE
Associate Diploma of Business (Accounting)
Deakin University
Diploma of Financial Planning
Deakin University
Foundation DFP