PETER DAVID DUNWORTH (Adviser# 000333664) 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 August 30, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PETER DAVID DUNWORTH |
| Adviser Number | 000333664 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000485226 NETWORTH ADVISORS PTY LTD |
| Adviser Start Date | 2016-08-30 |
| Appointing Representative Name | NETWORTH ADVISORS PTY LTD |
| Appointing Representative Number | 000485226 |
| Memberships | CIO |
| Further Restrictions | Lending/Credit adviceTax adviceLimited Recourse Borrowing arrangement |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commernce (Accountancy & Finance) | The University of Wollongong |
| Certificate IV in Financial Services (Finance / Mortgage Broking) | AAMC Training Group |
| Diploma of Finance & Mortgage Broking Management | The Institute of Strategic Management |
| Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy |
| Self Manged Superannuation Funds | The University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485226 |
NETWORTH ADVISORS PTY LTD
Further restrictions: Lending/Credit adviceTax adviceLimited Recourse Borrowing arrangement |
2016-08-30 - | NETWORTH ADVISORS PTY LTD |
| 000344085 |
BRISTOL STREET FINANCIAL SERVICES PTY LTD
Further restrictions: Self-Managed Superannuation Fund |
2013-08-06 - 2016-10-04 | BRISTOL STREET FINANCIAL SERVICES PTY LTD |
| 000312478 | AAA FINANCIAL INTELLIGENCE LTD | 2009-08-03 - 2013-02-28 | PETER DAVID DUNWORTH |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2009-01-19 - 2009-07-31 | PETER DAVID DUNWORTH |
| Licence Name | NETWORTH ADVISORS PTY LTD |
| Licence Number | 000485226 |
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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.