HomeFinancial AdvisersJames Richard Trethewie – Financial Adviser

James Richard Trethewie – Financial Adviser

Adviser identifying number: 418172
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 01/01/2011
The date the Financial Adviser ceased the appointment: 29/02/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

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:

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Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

James Richard Trethewie is authorised to provide advices on following products:

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