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:
Working hours:

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