Derek Grewar – Financial Adviser
Adviser identifying number: 1255014
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: WILLIAMS HALL CHADWICK LICENSING PTY LTD
Licence number: 485173
Licensee’s ABN:
Licence controlled by: THE TRUSTEE FOR GWK DISCRETIONARY TRUST NO 2 & THE TRUSTEE FOR SLOMAN NO 2 FAMILY TRUST & THE TRUSTEE FOR MICHAEL WILLIAMS NO 2 TRUST & THE TRUSTEE FOR SENDALL NO 2 TRUST & OTHERS
The date the Financial Adviser commenced the appointment: 19/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAMS HALL CHADWICK SUPERANNUATION SERVICES PTY LTD
Authorised Representative identifying number: 001254354
Authorised Representative’s ABN: 16618501652
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:
- Bachelor of Business – Kuring-Gai College of Advanced Education
- Diploma of Financial Services – Financial Education Professionals Pty Ltd
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Derek Grewar is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation