Peter Michael Trounce – Financial Adviser
Adviser identifying number: 237713
Status: Ceased
Adviser’s ABN: 19753413764
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/05/2006
The date the Financial Adviser ceased the appointment: 01/03/2013
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Disciplinary actions start date against the Financial Adviser:
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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: