Peter Trounce Financial Planner Report

Name:
Peter Michael Trounce

Rep Number:
000237713

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2016-02-06 onwards

ABN:
19 753 413 764

Licensee
Name:

Number:
000334028

ABN:
27 134 225 791

Controlled By:

Appointed By
Name:
Fundamental Financial Planning Pty Ltd

Licence Number:
000334028

ABN:
27 134 225 791

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
CPA Australia
CPA Financial Planning Specialist
Financial Planning Association of Australia
Certified Financial Planner
ASIC
Registered SMSF Auditor
Tax Practitioners Board
Registered Tax agent

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Taxpayers Association of Australia
Taxpayers� Association of Australia