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