Trudi Jane Beresford – Financial Adviser

Adviser identifying number: 1005116
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: BLICENSED PTY LTD
Licence number: 318930
Licensee’s ABN: 34085532252
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLICENSED PTY LTD
Authorised Representative identifying number: 000318930
Authorised Representative’s ABN: 34085532252

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 Economics – University of Woollongong
• Master of Commerce (Financial Planning) – University of Western Sydney

Relevant memberships of professional bodies or industry associations:

Trudi Jane Beresford 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