Jeffrey Trimmer Financial Planner Report

Name:
Jeffrey Alan Trimmer

Rep Number:
001006703

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2004-02-01 onwards

Licensee
Name:

Number:
000238443

ABN:
25 078 362 982

Controlled By:

Appointed By
Name:
Mbt Management Pty Ltd

Licence Number:
000238443

ABN:
25 078 362 982

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Tribeca
Dip Financial Planning 1,2,5,6
New England University
Dip. Aust Institute Company Directors
Securities Institute of Aust.
Managed Investments
Tribeca
Self-Managed Super Funds