Grant Philip Treen – Financial Adviser

Adviser identifying number: 1251776
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: POLICE & NURSES FINANCIAL PLANNING PTY LTD
Licence number: 237507
Licensee’s ABN: 21009245194
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POLICE & NURSES FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 237507
Authorised Representative’s ABN: 21009245194

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) – Kaplan Professional
• Bachelor of Business – Edith Cowan University
• Fellow Charter Financial Planner (FChFP) – Association of Financial Advisers (AFA)
• Graduate Diploma of Applied Finance and Investment – Securities Institute
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Grant Philip Treen is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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