Financial Adviser
· KEW, VIC
Peter Lynton Slate
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298855
Peter Lynton Slate is a financial adviser based in Kew, Victoria, with 25 years of experience in the financial services industry. Peter is currently authorised under Chpw Financial Pty Ltd. 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 Diploma of Financial Planning from Deakin University. Peter is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Deakin University
2010
Margin Lending & Geared Investments
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional