Meredith Trew
Financial Adviser
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About
Meredith Trew is an ASIC-registered financial adviser dedicated to helping individuals and families in North Lakes, QLD, achieve their financial goals. With a Bachelor of International Business from Griffith University (1993) and extensive financial planning qualifications, including a Diploma of Financial Planning (2004), CFP Certification (2006), and ongoing professional development, Meredith brings a wealth of knowledge and experience to her clients. She is also a proud member of the Financial Advice Association of Australia (FAAA). Meredith is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts, ensuring clients receive tailored solutions to meet their unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Meredith is committed to providing ethical and professional financial advice, guided by the FAAA's code of conduct and ongoing education. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Meredith can help. Contact Meredith today to schedule a consultation and take the first step towards financial security.
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Frequently Asked Questions
What types of financial advice does Meredith Trew offer?
Meredith Trew specialises in superannuation advice, insurance, wealth management, and retirement planning. She is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does Meredith Trew have?
Meredith holds a Bachelor of International Business, a Diploma of Financial Planning, CFP Certification, and regularly updates her knowledge with ongoing professional development, including studies in Commercial Law.
What is the process of working with Meredith Trew?
The process typically begins with an initial consultation to understand your financial goals and current situation. Meredith will then develop a personalised financial plan tailored to your needs, which will be regularly reviewed and adjusted as necessary.
What can I expect from a financial planning session with Meredith?
You can expect a thorough assessment of your financial situation, clear and easy-to-understand advice, and a collaborative approach to developing a plan that aligns with your goals. Meredith is committed to providing transparent and ethical financial advice.
Why should I choose Meredith Trew as my financial advisor?
Meredith Trew offers personalised financial advice tailored to your individual needs, backed by extensive qualifications and experience. As an ASIC-registered financial advisor committed to ongoing learning and high ethical standards, she provides solutions with your best interest at heart.
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