Ryan Threlfo Financial Planner Report

Name:
Ryan Joseph Threlfo

Rep Number:
000320664

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-11 onwards

Location:
Greenhills, , NSW, 2323

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Superannuation

Qualifications
Financial Education Professionals
ASIC RG146 Self Managed Superannuation Funds
The University of Newcastle
Bachelor of Finance
Tribeca
Estate Planning, Financial Plan Construction & Review, Investment Planning and Risk Management
Tribeca
Superannuation & Retirement Planning and Taxation Planning

Memberships
CPA Australia (CPA)