James Richard Trethewie – Financial Adviser

Adviser identifying number: 418172
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: PARAGEM PTY LIMITED
Licence number: 297276
Licensee’s ABN: 16108571875
Licence controlled by: HUB24 LIMITED

The date the Financial Adviser commenced the appointment: 06/05/2014
The date the Financial Adviser ceased the appointment: 22/01/2016
Name of the Authorised Representative: PARAGEM PTY LIMITED
Authorised Representative identifying number: 000297276
Authorised Representative’s ABN: 16108571875

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 – University of the Sunshine Coast
  • Diploma of Financial Services (Financial Planning) – Kaplan
  • Gearing and Margin Lending – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)
  • Tax Practitioner Board

James Richard Trethewie is authorised to provide advices on following products: