Peter Tratt Financial Planner Report

Name:
Peter David Tratt

Rep Number:
000228901

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2003-04-18 onwards

Licensee
Name:

Number:
000226035

Appointed By
Name:
Australian Wealth Advisers Pty Ltd

Licence Number:
000226035

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
RMIT
Bachelor of Business
Financial Planning Association
Certified Financial Planner
RMIT
Fellowship Diploma of Business Studies - Accounting
Securities Institute of Australia
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
Graduate Diploma of Financial Planning

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia