Meredith Trew

Senior Financial Planner

Qualifications: Bachelor of International Business (GU), Advanced Diploma of Financial Services (Financial Planning), Certified Financial Planner designation.

Meredith commenced in the financial services industry after 2002 after working in the Mining and Retail industries as a market analyst. While pursuing her Advanced Diploma in Financial Services through Deakin University, she worked as a paraplanner. In 2004, she graduated as a financial planner, and in 2007 she became a Certified Financial Planning Practitioner.

Meredith worked in small boutiques, Bailiwick Financial Services and Rothgard Financial Partners, then joined QTCU Financial Planning which later became RACQ Financial Planning. She rose from Senior Financial Planner to Manager Financial Planning, then General Manager Financial Planning during her 16 years at RACQ, a position she held until the company was acquired by Bridges Financial Services. Due to this shift, she had a career pause during which she helped RACQ with other initiatives before taking time off to assist her own parents navigate the aged care system.

Meredith has returned to what she loves most, a company solely focused on quality advice and guiding clients to achieve their desired future. Meredith makes the complex, simple; helping clients navigate life and the systems in which we all operate.