CERTIFIED FINANCIAL PLANNER ® professional
Meredith Trew thrives on helping her clients achieve what they want out of life. She designs plans specific to their individual values and aspirations, and offers advice on how to make the most of their income and assets. Meredith specialises in retirement and pre-retirement planning, as well as wealth creation strategies. She has fostered many long term relationships with clients around Brisbane over the years, a testament of her valuable advice and outstanding service.
With over 12 years of experience in the financial planning industry, Meredith is also a member of the Financial Planning Association of Australia and holds a Certified Financial Planner® professional designation, the highest qualification for financial planners in Australia.
Before joining RACQ Financial Planning (previously known as QT Financial Planning) in 2006, she has also worked with Rothgard Financial Planning, BHP Billiton and Campbell Brothers.
Apart from her CFP qualification, her other qualifications are an Advanced Diploma in Financial Planning; Bachelor of International Business from Griffith University; and a Graduate Certificate of Business Administration from QUT.