Page 38 - Renshaw, M&T - review report - Febr21

Mrs Teresa Renshaw
Review report - Mrs Teresa Renshaw Mrs Teresa Renshaw
Review report - Mrs Teresa Renshaw
1 January 2020 to 31 December 2020
1 January 2020 to 31 December 2020

4 February 2021
Date:
Date: 4 February 2021
Client reference number: P00047186S
Client reference number:
P00047186S
Client details
Client details Adviser details
Adviser details
Name: Mrs Teresa Renshaw Name: Paul Aspros
Mrs Teresa Renshaw
Name:
Paul Aspros
Name:
Address:
Phone:
(02) 9324 8888
Address: Phone: (02) 9324 8888
Fax:
Home: 33 Melville Street Fax: (02) 9324 8899
Home:
33 Melville Street
(02) 9324 8899
ASHBURY NSW 2193 Email: PAUL@PSK.COM.AU
ASHBURY NSW 2193
PAUL@PSK.COM.AU
Email:
Contacts: Adviser transaction
Contacts:
Adviser transaction
No
authority:
H: H: 02 9798 5747 authority: No
02 9798 5747
W: Not supplied
Not supplied
W:
M:
Not supplied
M: Not supplied
t.renshw@bigpond.net.au
Email:
Email: t.renshw@bigpond.net.au
Gender: Female
Gender:
Female
Date of birth: 25 May 1963
25 May 1963
Date of birth:
Tax file number:
Tax file number: Provided
Provided
Australian resident
Australian resident
Yes
for tax purposes: Yes
for tax purposes:
Portfolio summary
Portfolio summary
Your portfolio summary as at 31 December 2020
Your portfolio summary as at 31 December 2020
Account
Account
Type Account value
Account value
Type
number
number
North Personal Superannuation Y00573386 $83,190.59
$83,190.59
Y00573386
North Personal Superannuation
$83,190.59
Portfolio value
Portfolio value $83,190.59

North Service Centre, GPO Box 2915, Melbourne, VIC 3001 Tel: 1800 667 841 Fax: 1800 071 329
North Service Centre, GPO Box 2915, Melbourne, VIC 3001 Tel: 1800 667 841 Fax: 1800 071 329
Website:
Website: northonline.com.au Email: north@amp.com.au
northonline.com.au
north@amp.com.au
Email:
Fund: Wealth Personal Superannuation and Pension Fund A BN 92 381 911 598
Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598
Trustee: N.M.Superannuation Proprietary Limited ABN 31
Trustee: N.M.Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654
008 428 322 AFS Licence No. 234654
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Date prepared: 04/02/2021 Page 2 of 6
Date prepared: 04/02/2021