Drew Robert Meredith – Financial Adviser
Adviser identifying number: 1001056
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: SORNEM PRIVATE WEALTH PTY LTD
Licence number: 383169
Licensee’s ABN: 89145903840
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SORNEM PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 383169
Authorised Representative’s ABN: 89145903840
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 Commerce (Finance) – University of Melbourne
- Certified Financial Planner – FPA
- Graduate Diploma of Applied Finance – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Drew Robert Meredith 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility