Kaye Louise Trewartha – Financial Adviser
Adviser identifying number: 1001119
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTEE FOR MCCANN WEALTH TRUST & THE TRUSTEE FOR J & J RECUPERO WEALTH TRUST
Licence number: 329868
Licensee’s ABN: 92199487611
Licence controlled by:
The date the Financial Adviser commenced the appointment: 03/12/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTEE FOR MCCANN WEALTH TRUST & THE TRUSTEE FOR J & J RECUPERO WEALTH TRUST
Authorised Representative identifying number: 329868
Authorised Representative’s ABN: 92199487611
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
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Relevant qualifications and training:
Relevant memberships of professional bodies or industry associations:
Kaye Louise Trewartha 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, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility