James Trethewie Financial Planner Report

Name:
James Richard Trethewie

Rep Number:
000418172

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-02-29 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Miscellaneous Financial Investment Products

Qualifications
University of the Sunshine Coast
Bachelor of Business
Kaplan
Diploma of Financial Services (Financial Planning)
Mentor Education
Gearing and Margin Lending

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Tax Practitioner Board