MEREDITH TREW


Licensee: ACTUATE ALLIANCE SERVICES PTY LTD

MEREDITH TREW (Adviser# 000255083) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 3, 2006.

Adviser Overview

Register Name Financial Advisers
Adviser Name MEREDITH TREW
Adviser Number 000255083
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000240959
ACTUATE ALLIANCE SERVICES PTY LTD
Licence ABN 40083233925
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2006-10-03
Appointing Representative Name ACTUATE ALLIANCE SERVICES PTY LTD
Appointing Representative Number 000240959
Appointing Representative ABN 40083233925
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MEREDITH TREW
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240959 ACTUATE ALLIANCE SERVICES PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
2006-10-03 - ACTUATE ALLIANCE SERVICES PTY LTD

Licensee Information

Licence Name ACTUATE ALLIANCE SERVICES PTY LTD
Licence Number 000240959
Licence ABN 40083233925

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KATIE GIBBS Actuate Alliance Services Pty Ltd Current 2017-10-09
DAVID ADAMS Actuate Alliance Services Pty Ltd Current 2017-10-06
JOSHUA JOHN HAMPTON Actuate Alliance Services Pty Ltd Current 2015-10-07
DAVID MARTIN RAITS Actuate Alliance Services Pty Ltd Ceased 2013-12-08
ROSS CAMERON TULLY Actuate Alliance Services Pty Ltd Current 2013-05-29
GLEN STUART PALMER Actuate Alliance Services Pty Ltd Current 2011-09-12
JENNIFER ALICE ESKOLA Actuate Alliance Services Pty Ltd Current 2011-06-14
GALEN TRIENEN Actuate Alliance Services Pty Ltd Current 2011-05-20
SLOAN MICHAEL WILKINS Actuate Alliance Services Pty Ltd Current 2009-03-01
GLENDA MARIE SWEENEY Actuate Alliance Services Pty Ltd Current 2005-10-01

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.