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:
Disciplinary actions end 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: