James Richard Trethewie
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418172
- Location
- Sydney NSW 2000
- Licensee
- Montmere Private Wealth Pty Ltd (AFSL 700187)
- Authorised since
- 16 March 2026
- First provided advice
- 2011
- Qualifications
- Bachelor of Business (International Business), University of the Sunshine Coast (2009); Margin Lending, Mentor Education (2013); Diploma of Financial Services (Financial Planning), Kaplan (2015); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2018); Certified Investment Management Analyst(R), Investments and Wealth Institute (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Richard Trethewie
James Richard Trethewie is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000418172.
James provides advice as an authorised representative of Montmere Private Wealth Pty Ltd, which holds Australian financial services licence 700187. The current authorisation started on 16 March 2026.
The register records 2011 as the year James first provided financial advice. Qualifications and training on file include Bachelor of Business (International Business) (University of the Sunshine Coast, 2009), Margin Lending (Mentor Education, 2013) and Diploma of Financial Services (Financial Planning) (Kaplan, 2015).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Richard Trethewie a registered financial adviser?
Yes. James Richard Trethewie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418172.
Which licensee does James Richard Trethewie work under?
Montmere Private Wealth Pty Ltd, Australian financial services licence 700187.
What can James Richard Trethewie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.