Joshua Dalton – Financial Adviser
Adviser identifying number: 305170
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: HUNTER GREEN PTY LTD
Licence number: 225962
Licensee’s ABN: 12087491629
Licence controlled by: The G & A Hunter Family Trust
The date the Financial Adviser commenced the appointment: 18/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUNTER GREEN PTY LTD
Authorised Representative identifying number: 225962
Authorised Representative’s ABN: 12087491629
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Accredited Listed Product Adviser Program – Kaplan Professional Education
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Bachelor of Business – Griffith University
- Diploma of Financial Services (Financial Planning) – Tribeca
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Joshua Dalton is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility