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