Peter Thomas Walton
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000554
- Location
- Camberwell VIC 3124
- Licensee
- Zenith Planning Pty Ltd (AFSL 515946)
- Authorised since
- 3 October 2019
- First provided advice
- 1991
- Qualifications
- Bachelor of Economics, Monash University (1977); Registered Company Auditor, ASIC (1989); Registered Tax Agent, ATO (1989); Chartered Accountant Accredited Financial Planning Specialist, Institute of Chartered Accountants (2000); PS 146 Knowledge Assessment Accreditation, Tribeca (2002)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- 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 Thomas Walton
Peter Thomas Walton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 001000554).
The licensee Peter advises under is Zenith Planning Pty Ltd (AFS licence 515946). The current authorisation started on 3 October 2019.
According to the register, Peter first provided financial advice in 1991. The qualifications listed for Peter include Bachelor of Economics (Monash University, 1977), Registered Company Auditor (ASIC, 1989) and Registered Tax Agent (ATO, 1989). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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 Thomas Walton a registered financial adviser?
Yes. Peter Thomas Walton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000554.
Which licensee does Peter Thomas Walton work under?
Zenith Planning Pty Ltd, Australian financial services licence 515946.
What can Peter Thomas Walton 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.