Meredith Trew
Financial Adviser in North Lakes, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255083
- Location
- North Lakes QLD 4509
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 19 March 2024
- First provided advice
- 2002
- Qualifications
- Bachelor of International Business, Griffith University (1993); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2004); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2006); Certified Financial Planner, Financial Planning Association of Australia Limited (2006); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Commercial Law, Kaplan Professional Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Meredith Trew
On the Financial Advisers Register kept by ASIC, Meredith Trew appears as a current financial adviser in North Lakes, Queensland, adviser number 000255083.
The licensee Meredith advises under is Ri Advice Group Pty Ltd (AFS licence 238429). The current authorisation started on 19 March 2024.
The register records 2002 as the year Meredith first provided financial advice. Qualifications and training on file include Bachelor of International Business (Griffith University, 1993), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2004) and 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Meredith is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Meredith Trew a registered financial adviser?
Yes. Meredith Trew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255083.
Which licensee does Meredith Trew work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Meredith Trew give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.