Financial Adviser
· CAMBERWELL, VIC
Peter Thomas Walton
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000554
Peter Thomas Walton is a financial adviser based in Camberwell, Victoria, with 35 years of experience in the financial services industry since 1991. Peter is currently authorised under Zenith Planning. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Bachelor of Economics from Monash University. Peter is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1977
Bachelor of Economics
Monash University
1989
Registered Company Auditor
ASIC
1989
Registered Tax Agent
ATO
2000
Chartered Accountant Accredited Financial Planning Specialist
Institute of Chartered Accountants
2002
PS 146 Knowledge Assessment Accreditation
Tribeca
Registration History
Source: ASIC Financial Advisers Register