Peter Lloyd Harvey – Financial Adviser

Adviser identifying number: 1255315
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: TR FINANCIAL SERVICES PTY LTD
Licence number: 486082
Licensee’s ABN:
Licence controlled by: Tilbrook Rasheed Pty Ltd

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TR FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000486082
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:

• CA Program – Institute of Chartered Accountants in Australia
• Graduate Diploma in Accounting – Flinders University of South Austalia
• Tier 1 Advice in Self-Managed Superannuation – AAMC Training Group
• Tier 1 Advice in Superannuation – AAMC Training Group
• Tier 2 ASIC Accreditation – Client Relationships & Solutions – AAMC Training Group

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Peter Lloyd Harvey is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation