Peter Thomas Walton – Financial Adviser

Adviser identifying number: 1000554
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence number: 228914
Licensee’s ABN: 77085878897
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD

The date the Financial Adviser commenced the appointment: 06/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 228914
Authorised Representative’s ABN: 77085878897

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Economics – Monash University
Chartered Accountant Accredited Financial Planning Specialist – Institute of Chartered Accountants
PS 146 Knowledge Assessment Accreditation – Tribeca
Registered Company Auditor – ASIC
Registered Tax Agent – ATO

Relevant memberships of professional bodies or industry associations:

Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Peter Thomas Walton is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Deposit & Payment Products – Non-Cash 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