PETER DALLIS CLOUT

Financial Adviser · Caringbah, NSW

Registered

Registration Number

000250012

Registration Status

Registered

Location

Caringbah, NSW 2229

Providing Advice Since

2004

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2015 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited

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.