PETER BOULTON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1997 - Victorian Certificate of Education - - Wesley College
2001 - Bachelor of Commerce (Honours) - Bachelor Honours Degree (AQF 8) - Monash University
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association (Deakin Univeristy)
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.