Glenn David Trickey – Financial Adviser
Adviser identifying number: 243210
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 15/04/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 000230323
Authorised Representative’s ABN: 65006373995
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 Diploma Financial Services (Financial Planning) – Tribeca
- Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
- Diploma Financial Services (Financial Planning) – Tribeca
- Self Managed Super Funds – Tribeca
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Glenn David Trickey 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