Peter Dallis Clout
Financial Adviser in Caringbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250012
- Location
- Caringbah NSW 2229
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 January 2004
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Margin Lending, Kaplan Higher Education Pty Limited (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Dallis Clout
Peter Dallis Clout is a financial adviser in Caringbah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250012.
Peter provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 1 January 2004.
The register records 2004 as the year Peter first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Margin Lending (Kaplan Higher Education Pty Limited, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Peter Dallis Clout a registered financial adviser?
Yes. Peter Dallis Clout is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250012.
Which licensee does Peter Dallis Clout work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Peter Dallis Clout 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."