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Peter Walton profile image

Peter Walton

Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Zenith - Camberwell</span>
Intro Book
Seasoned finance professional with 30+ years of experience in tax, investments, and wealth management.
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Location
Greater Melbourne Area, AU
Skills
  • Tax
  • Investments
  • Superannuation
  • Retirement Planning
  • Wealth Management
  • Show all
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Bio

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Peter Walton is a seasoned finance professional with 30+ years of experience in tax, investments, superannuation, and wealth management. He has held senior roles at Ernst & Young, Lanyon Partners, and Zenith Group, providing comprehensive financial services to clients. With a strong educational background in economics and accounting, Peter brings a unique blend of skills to his work. As a Chartered Accountant and Registered Company Auditor, Peter has a deep understanding of financial regulations and practices. His expertise in tax, investments, and superannuation has earned him a reputation as a trusted advisor to clients across the Greater Melbourne Area.

Experience

  • Zenith - Camberwell
    • Level 1, 683 Burke Road Camberwell 3124
    • Director
      • Jul 2019 - Present
      • Level 1, 683 Burke Road Camberwell 3124

      Peter and the Zenith team are focusing on highly personalised service to all of the clients. There is a mixture of general accounting and tax work, strategic business and tax planning, superannuation strategies including SMSF advice, full service financial planning (investment advice &amp; manag...

  • Lanyon Partners
    • 971 Burke Road Camberwell
    • Director
      • Jul 1989 - Jun 2019
      • 971 Burke Road Camberwell

      Peter was a Director of Lanyon Partners and is qualified as a Chartered Accountant, Registered Company Auditor, Tax Agent and Associate Practitioner of the Financial Planning Association.Peter has extensive experience in a range of disciplines, including:- Comprehensive tax advice, including stra...

  • Ernst & Young
    • Melbourne, Australia
    • Senior Manager
      • Jan 1977 - Jun 1989
      • Melbourne, Australia

      Peter commenced his career at EY (Ernst &amp; Young) soon after completing his Bachelor of Economics degree. During his career progression he qualified as a Chartered Accountant and was chosen to spend 2 years at the firm&#39;s National Office in Sydney and had responsibility for accounting &amp;...

Education

  • Chartered Accountants Australia and New Zealand
  • Monash University
  • Xavier College, Kew

Suggested Services

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Industry Focus. “Financial Services”

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