Peter Lynton Slate
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298855
- Location
- Kew VIC 3101
- Licensee
- CHPW Financial Pty Ltd (AFSL 280201)
- Authorised since
- 1 May 2024
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); Margin Lending & Geared Investments, Kaplan Professional (2010); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Self Managed Superannuation Funds, Kaplan Professional (2014)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Lynton Slate
Peter Lynton Slate is a financial adviser in Kew, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000298855.
Advice is given under the Australian financial services licence of CHPW Financial Pty Ltd, licence number 280201. That authorisation dates from 1 May 2024.
The register records 2001 as the year Peter first provided financial advice. The qualifications listed for Peter include Diploma of Financial Planning (Deakin University, 2003), Margin Lending & Geared Investments (Kaplan Professional, 2010) and Accredited Listed Product Adviser Program (Kaplan Professional, 2014). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peter Lynton Slate a registered financial adviser?
Yes. Peter Lynton Slate is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298855.
Which licensee does Peter Lynton Slate work under?
CHPW Financial Pty Ltd, Australian financial services licence 280201.
What can Peter Lynton Slate 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.