PETER MICHAEL TROUNCE (Adviser# 000237713) 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 February 6, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PETER MICHAEL TROUNCE |
| Adviser Number | 000237713 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 19753413764 |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000334028 FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| Licence ABN | 27134225791 |
| Licence Controlled By | David Garth McLean |
| Adviser Start Date | 2016-02-06 |
| Appointing Representative Name | FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000334028 |
| Appointing Representative ABN | 27134225791 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) Taxpayers Association of Australia Taxpayers |
|
| Qualification / Degree | Institute / School |
|---|---|
| CPA Financial Planning Specialist | CPA Australia |
| Certified Financial Planner | Financial Planning Association of Australia |
| Registered SMSF Auditor | ASIC |
| Registered Tax agent | Tax Practitioners Board |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000334028 |
FUNDAMENTAL FINANCIAL PLANNING PTY LTD
Licence controlled by: David Garth McLean |
2016-02-06 - | FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| 000309643 |
OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED |
2013-03-01 - 2016-02-05 | OMEGA 3 FINANCIAL GROUP PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2006-05-16 - 2013-03-01 |
| Licence Name | FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| Licence Number | 000334028 |
| Licence ABN | 27134225791 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CRAIG GODFREY | Fundamental Financial Planning Pty Ltd | Current | 2016-12-23 |
| DAVID GARTH MCLEAN | Fundamental Financial Planning Pty Ltd | Current | 2009-03-23 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CRAIG GODFREY | Fundamental Financial Planning Pty Ltd | Current | 2016-12-23 |
| DAVID GARTH MCLEAN | Fundamental Financial Planning Pty Ltd | Current | 2009-03-23 |
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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.