Financial Adviser
· NORTH LAKES, QLD
Meredith Trew
No disciplinary history on record with ASIC
NORTH LAKES,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255083
About Meredith Trew
Meredith Trew is a financial adviser based in North Lakes, Queensland, with 24 years of experience in the financial services industry since 2002. Meredith is currently authorised under Ri Advice Group. Meredith holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Meredith's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Meredith is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of International Business
Griffith University
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2006
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2006
Certified Financial Planner
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Commercial Law
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register