Financial Adviser · CARINGBAH, NSW

Peter Dallis Clout

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250012

Peter Dallis Clout is a financial adviser based in Caringbah, New South Wales, with 22 years of experience in the financial services industry. Peter is currently authorised under Charter Financial Planning Limited. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2015

Margin Lending

Kaplan Higher Education Pty Limited

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Personal Financial Services Ltd

Feb 2011 - May 2011 Ceased

Westpac Banking Corporation

Mar 2010 - Dec 2010 Ceased

ST.GEORGE BANK LIMITED

Oct 2008 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register