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Financial Advisers: PETER ALEXANDER JAMES TRENCHARD Information

This is the detailed information about PETER ALEXANDER JAMES TRENCHARD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000310343, the year the Financial Adviser first provided advice is 2007 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:47.

Financial Adviser Number: 000310343
Financial Adviser Name: PETER ALEXANDER JAMES TRENCHARD
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2007
Adviser Town: MELBOURNE
Adviser State: VIC
Adviser Country: Australia
Adviser Town: Melbourne
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2013-10-25
    The date the Financial Adviser ceased the appointment: 2016-07-01
    Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITED
    Authorised Representative Number: 000236643
    Rep Appointed ABN: 42000001007
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Social Science - Deakin University ~ Diploma of Financial Services - Tribeca ~ Securities and Financial Derivatives Representative - Securities Futures Authority Limited
  2. Financial Adviser Status: Ceased
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2010-12-20
    The date the Financial Adviser ceased the appointment: 2013-10-25
    Authorised Representative Name: PETER ALEXANDER JAMES TRENCHARD
    Authorised Representative Number: 000310343
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Social Science - Deakin University ~ Diploma of Financial Services - Tribeca ~ Securities and Financial Derivatives Representative - Securities Futures Authority Limited
  3. Financial Adviser Status: Ceased
    Name of the licence holder: FORDHAM INVESTMENT MANAGEMENT PTY LTD
    Licence Number: 000237661
    Licence ABN: 49006854637
    The date the Financial Adviser commenced the appointment: 2007-02-09
    The date the Financial Adviser ceased the appointment: 2010-10-01
    Authorised Representative Name: PETER ALEXANDER JAMES TRENCHARD
    Authorised Representative Number: 000310343
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Social Science - Deakin University ~ Diploma of Financial Services - Tribeca ~ Securities and Financial Derivatives Representative - Securities Futures Authority Limited
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
    Licence Number: 000238430
    Licence ABN: 86003742756
    The company(ies) or people who control the licensee's business: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 2016-10-21]
    The date the Financial Adviser commenced the appointment: 2020-07-15
    Authorised Representative Name: VICSUPER PTY LTD
    Authorised Representative Number: 001282289
    Rep Appointed ABN: 69087619412
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Social Science - Deakin University ~ Diploma of Financial Services - Tribeca ~ Securities and Financial Derivatives Representative - Securities Futures Authority Limited
    Provides details on areas the Financial Adviser is restricted from giving advice on: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
  5. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: VICSUPER PTY LTD
    Licence Number: 000237333
    Licence ABN: 69087619412
    The date the Financial Adviser commenced the appointment: 2019-03-12
    The date the Financial Adviser ceased the appointment: 2020-06-30
    Authorised Representative Name: VICSUPER PTY LTD
    Authorised Representative Number: 000237333
    Rep Appointed ABN: 69087619412
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Social Science - Deakin University ~ Diploma of Financial Services - Tribeca ~ Securities and Financial Derivatives Representative - Securities Futures Authority Limited
    Provides details on areas the Financial Adviser is restricted from giving advice on: VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.