David John Trevethick – Financial Adviser

Adviser identifying number: 264769
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: STATE INVESTMENT SERVICES PTY LTD
Licence number: 247458
Licensee’s ABN: 29006664197
Licence controlled by: VALIJEAN PTY. LTD.

The date the Financial Adviser commenced the appointment: 30/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STATE INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 247458
Authorised Representative’s ABN: 29006664197

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

David John Trevethick is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility