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:

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