Peter David Tratt – Financial Adviser

Adviser identifying number: 228901
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: AUSTRALIAN WEALTH ADVISERS PTY LTD
Licence number: 226035
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/04/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 226035
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 Business – RMIT
• Certified Financial Planner – Financial Planning Association
• Fellowship Diploma of Business Studies – Accounting – RMIT
• Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia
• Graduate Diploma of Financial Planning – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia

Peter David Tratt 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