Meredith Trew – Financial Adviser

Adviser identifying number: 255083
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: ACTUATE ALLIANCE SERVICES PTY LTD
Licence number: 240959
Licensee’s ABN: 40083233925
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 03/10/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACTUATE ALLIANCE SERVICES PTY LTD
Authorised Representative identifying number: 240959
Authorised Representative’s ABN: 40083233925

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 International Business – Griffith University
• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Diploma Of Financial Planning – Financial Planning Association of Australia (FPA)
• Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Meredith Trew is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services