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: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 29/02/2012
The date the Financial Adviser ceased the appointment: 08/11/2013
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
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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: