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