Peter David Dunworth – Financial Adviser

Adviser identifying number: 333664
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: NETWORTH ADVISORS PTY LTD
Licence number: 485226
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NETWORTH ADVISORS PTY LTD
Authorised Representative identifying number: 485226
Authorised Representative’s ABN:

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:

  • Bachelor of Commernce (Accountancy & Finance) – The University of Wollongong
  • Certificate IV in Financial Services (Finance / Mortgage Broking) – AAMC Training Group
  • Diploma of Finance & Mortgage Broking Management – The Institute of Strategic Management
  • Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
  • Self Manged Superannuation Funds – The University of Adelaide

Relevant memberships of professional bodies or industry associations: CIO

Peter David Dunworth is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation