Zebulon Luke Ashton
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339310
- Location
- Melbourne VIC 3000
- Licensee
- William Buck Wealth Advisors (VIC) Pty Ltd (AFSL 342420)
- Authorised since
- 14 November 2018
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education (2009); Advanced Diploma of Financial Planning, Kaplan Higher Education (2014); CTA2A Advanced, Tax Institute (2015); CTA2B Advanced, Tax Institute (2017); CommLaw1 Australian Legal Systems, Tax Institute (2018); Graduate Diploma of Applied Tax Law, Tax Institute (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Zebulon Luke Ashton
Zebulon Luke Ashton is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000339310.
Zebulon provides advice as an authorised representative of William Buck Wealth Advisors (VIC) Pty Ltd, which holds Australian financial services licence 342420. The current authorisation started on 14 November 2018.
The register records 2008 as the year Zebulon first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education, 2009), Advanced Diploma of Financial Planning (Kaplan Higher Education, 2014) and CTA2A Advanced (Tax Institute, 2015).
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.
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Questions people ask
Is Zebulon Luke Ashton a registered financial adviser?
Yes. Zebulon Luke Ashton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339310.
Which licensee does Zebulon Luke Ashton work under?
William Buck Wealth Advisors (VIC) Pty Ltd, Australian financial services licence 342420.
What can Zebulon Luke Ashton 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.