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:

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