Meredith Trew

Bountiful Wealth

22 Yrs Experience
North Lakes, QLD 4509

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.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Bountiful Wealth

Building 12, Unit 12c, 2-4 Flinders Parade
North Lakes, QLD 4509

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by


AFSL 238429