Tricia Maria Bielby – Financial Adviser

Adviser identifying number: 1243683
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: HBAE FINANCIAL SOLUTIONS PTY LTD
Licence number: 485991
Licensee’s ABN:
Licence controlled by: HBA Encompass Pty Ltd ~ Tricia Maria BIELBY ~ Victoria Elizabeth BERRY

The date the Financial Adviser commenced the appointment: 18/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HBAE FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 485991
Authorised Representative’s ABN:

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:

• 923 Securities & Skills – Kaplan Professional Education
• Bachelor of Business – Queensland University of Technology
• Personal Financial Planning and Superannuation (CPA110) and the CPA Client Relationship Training (L – CPA Australia
• SMSF Specialisation – CPA Australia
• Self Managed Superannuation Funds – RG 146 Training Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Tricia Maria Bielby is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation