PETER DAVID TRATT (Adviser# 000228901) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 18, 2003.
Register Name | Financial Advisers |
Adviser Name | PETER DAVID TRATT |
Adviser Number | 000228901 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1999 |
Financial Service (AFS) Licence |
Licence# 000226035 AUSTRALIAN WEALTH ADVISERS PTY LTD |
Adviser Start Date | 2003-04-18 |
Appointing Representative Name | AUSTRALIAN WEALTH ADVISERS PTY LTD |
Appointing Representative Number | 000226035 |
Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) Financial Services Institute of Australasia |
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Qualification / Degree | Institute / School |
---|---|
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 |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000226035 | AUSTRALIAN WEALTH ADVISERS PTY LTD | 2003-04-18 - | AUSTRALIAN WEALTH ADVISERS PTY LTD |
Licence Name | AUSTRALIAN WEALTH ADVISERS PTY LTD |
Licence Number | 000226035 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.