Peter Boulton – Financial Adviser

Adviser identifying number: 1006378
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: INDUSTRY FUND SERVICES LIMITED
Licence number: 232514
Licensee’s ABN: 54007016195
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.

The date the Financial Adviser commenced the appointment: 01/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INDUSTRY FUND SERVICES LIMITED
Authorised Representative identifying number: 232514
Authorised Representative’s ABN: 54007016195

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:

• Advanced Diploma of Financial Services (Financial Planning) – Tribeca
• Bachelor of Commerce (Honours) – Monash University
• Certified Financial Planner – Financial Planning Association (Deakin Univeristy)
• Diploma of Financial Services (Financial Planning) – Financial Planning Association (Deakin Univeristy)
• Victorian Certificate of Education – Wesley College

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Peter Boulton 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
• Securities
• Superannuation