Peter Austen Chisholm Eastman

Name
Peter Austen Chisholm Eastman
ID
307744
ABN
First Provided Advice
2006

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Bachelor of Commerce (Double Major Accounting & Finance) - Curtin University of Technology
  • Bachelor of Commerce (Double Major Accounting & Finance) - Curtin University of Technology
  • Chartered Tax Adviser - Tax Institute of Australia
  • Chartered Tax Adviser - Tax Institute of Australia
  • Master of Financial Planning (Distinction) - Curtin University of Technology
  • Master of Financial Planning (Distinction) - Curtin University of Technology
  • SMSF Specialist Advisor - Self Managed Superannuation Fund Association
  • SMSF Specialist Advisor - Self Managed Superannuation Fund Association

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)
  • Financial Advice Association of Australia (FAAA)
  • SMSF Association
  • SMSF Association
  • Tax Institute of Australia
  • Tax Institute of Australia

Licencee

Status
Ceased
Licence Holder
Koda Capital WA Pty Ltd (#227870)
Commenced
Nov. 17, 2006
Ceased
Feb. 15, 2021
Status
Ceased
Licence Holder
One Energy Pty Ltd (#438763)
Commenced
Sept. 7, 2022
Ceased
July 16, 2023
Status
Current
Licence Holder
Richmond Wealth Pty ltd (#461605)
Commenced
July 17, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Koda Capital WA Pty Ltd (#227870)
Commenced
June 1, 2005
Ceased
March 17, 2015