Peter Michael Trounce – Financial Adviser

Adviser identifying number: 237713
Status: Current
Adviser’s ABN: 19753413764
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: FUNDAMENTAL FINANCIAL PLANNING PTY LTD
Licence number: 334028
Licensee’s ABN: 27134225791
Licence controlled by: David Garth McLean

The date the Financial Adviser commenced the appointment: 06/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FUNDAMENTAL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 334028
Authorised Representative’s ABN: 27134225791

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• CPA Financial Planning Specialist – CPA Australia
• Certified Financial Planner – Financial Planning Association of Australia
• Registered SMSF Auditor – ASIC
• Registered Tax agent – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Taxpayers Association of Australia
• Taxpayers? Association of Australia

Peter Michael Trounce is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility