Barton Edward Peek
Financial Adviser in Brisbane City, Queensland, Australia
Review Barton Edward Peek
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001259107
- Location
- Brisbane City QLD 4000
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 23 September 2024
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2016); Advanced Diploma of Financial Planning, Monarch Institute (2017); Bachelor of Commerce (Financial Planning), University of New England (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
- Tax (financial) advice
- Yes
- Register status
- Current
About Barton Edward Peek
Barton Edward Peek is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001259107.
Advice is given under the Australian financial services licence of Picture Wealth Advisory Pty Ltd, licence number 530789. The current authorisation started on 23 September 2024.
The register records 2017 as the year Barton first provided financial advice. The qualifications listed for Barton include Diploma of Financial Planning (Monarch Institute, 2016), Advanced Diploma of Financial Planning (Monarch Institute, 2017) and Bachelor of Commerce (Financial Planning) (University of New England, 2021).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.”
Reviews
Nobody has reviewed Barton Edward Peek here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Barton Edward Peek a registered financial adviser?
Yes. Barton Edward Peek is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259107.
Which licensee does Barton Edward Peek work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can Barton Edward Peek give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility."