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Peter Fullarton Email & Phone Number
Senior Paraplanner
at
Rask
1 phone found
area 142
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Paraplanner
Location
Kilmore East, Victoria, Australia
Company size
Who is Peter Fullarton? Overview
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Quick answer
Peter Fullarton is listed as Senior Paraplanner at Rask, a with 18 employees, based in Kilmore East, Victoria, Australia. AeroLeads shows phone signal with area code 142 and a matched LinkedIn profile for Peter Fullarton.
Peter Fullarton previously worked as Senior Paraplanner at Rising Tide Financial and Key Account Manager at Scale Up Paraplanning. Peter Fullarton holds Advanced Diploma, Financial Planning And Services from Monarch Institute.
Company email context
Email format at Rask
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Rask
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Profile bio
About Peter Fullarton
I never knew what I wanted to do when I grew up, but I did want to help people. After looking for financial advice online to help myself get ahead I figured, why not help others get ahead as well? I decided to make my career helping people learn and have a better financial future, teaching others how to avoid common mistakes, and how to work through issues if they were in a tough spot. I believe that even a basic financial education can makes a positive impact on peoples’ lives by helping develop a secure financial position, and on a personal level, by being comfortable with the knowledge that things are going well. After decade in the industry I have found my niche in paraplanning/operations, supporting advisers and building process and procedure with a practice and to help them do their best work.Throughout my career I have developed a number of 'back office' skills, specialising in paraplanning and providing quality plans to the advisers that I work with. Although I have no desire to become an adviser, I have worked with hundreds of professionals over the years and have seen first hand that everyone has their own way of doing things. I work hard to personalise my advice to the client whilst remaining compliantt, and look for efficiences throughout the process. I've also developed a number of leadership skills, helping manage staff, workflow and develop process to help people work smarter, not harder!I have completed my Advanced Diploma of Financial Planning along with specialist courses in margin lending and SMSF’s through Monarch Institute. I find the different strategies and options interesting, and enjoy the discovery of finding the right strategy for a specific situation. I enjoy a flexible workplace with a great culture and after the COVID pandemic I am very comfortable working remotely.Outside of the office, I am married, I love the outdoors, going mountain biking and camping on a regular basis and being a hands-on father to my two young sons.
Listed skills include Superannuation, Banking, Wealth Management, Financial Services, and 13 others.
Current workplace
Peter Fullarton's current company
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Rask
15 roles
Peter Fullarton work experience
A career timeline built from the work history available for this profile.
Senior Paraplanner
Key Account Manager
Scale Up Paraplanning
*ComplyX name changed to Scale Up Paraplanning* Team leader role, managing workflow and a team of five paraplanners, also onboarding new staff. Other duties include onboarding new pilot clients and developing process and procedure whilst building the ongoing relationship and managing expectations.Also continuing with Paraplanner responsibilities.
Apr 2022 - Jan 2023
Key Account Manager
Complyx
Team leader role, managing workflow and a team of five paraplanners, also onboarding new staff. Other duties include onboarding new pilot clients and developing process and procedure whilst building the ongoing relationship and managing expectations.Also continuing with Paraplanner responsibilities.
Jul 2021 - Apr 2022
Paraplanner
Complyx
Creating Statements and Records of Advice as well as related research including relevant data collection and technical research.Modelling client's positions in xPlan using collected data and formulating strategies and advice from the results.Conduct Centrelink, superannuation fund and financial product research as neccesaryUse of XPlan, Microsoft Office, Trello and WorkFlowMax to complete tasks.
Dec 2020 - Jul 2021
Paraplanner
After the completion of my secondment, I returned to paraplanning for the remainder of the year.
Nov 2020 - Dec 2020
Advice Remediation Manager (Secondment)
Responsible for reviewing and analysing advisers client files to determine the appropriateness of the past advice, including providing outcomes for clients where needed.
May 2020 - Nov 2020
Paraplanner
Jul 2017 - May 2020
Paraplanner
Mylife Myadvice
Creating Statements and Records of Advice as well as related documents including relevant data collection and technical research.Modelling client's positions in xPlan using collected data and formulating strategies and advice from the results.Conduct Centrelink, superannuation fund and financial product research as neccesaryUse of XPlan, Microsoft Office and internal systems to complete tasks.
Mar 2016 - Jan 2017
Associate Adviser
Advance Financial Planning
Creating Statements and Records of Advice as well as related documents including relevant data collection and technical research.Modelling client's positions in xPlan using collected data and formulating strategies and advice from the results.Assisiting with client meetings. Conduct Centrelink, superannuation fund and financial product research as neccesaryUse of XPlan, Microsoft Office and internal systems to complete tasks.
Oct 2015 - Feb 2016
Associate Adviser/Paraplanner
Primarily responsible for providing high quality support and technical assistance to Private Client Advisers in the preparation of advice and related documents. Conduct financial modeling and strategy assessment using information gathered through data collection and provided by the client.Conduct Centrelink, superannuation fund and financial product research as neccesaryUse of XPlan, Microsoft Office and internal systems to complete tasks.
Mar 2014 - Apr 2015
Client Relationship Manager
Working closely with multiple advisers with a large client base. Data collection and research to prepare advice, writing Statements and Records of Advice for various strategies. Preparation of SoA/RoA for sending and completing relevant forms, implementation of advice.
Jul 2012 - Mar 2014
Client Services Manager
Answering client queries via phone fax and email. Preparing documentation for clients to sign, placing trades for clients, paying client bills, preparing client reviews and other administration tasks. Liaising with superannuation funds and other financial institutions to gather information and implement advice. Working with numerous Private Client Advisers and actioning any tasks assigned to me over a large client base.
Feb 2012 - Jul 2012
Private Client Administrator
Answering client queries via phone fax and email. Preparing documentation for clients to sign, placing trades for clients, paying client bills, preparing client reviews and other administration tasks. Liaising with superannuation funds and other financial institutions to gather information and implement advice. Working with numerous Private Client Advisers and actioning any tasks assigned to me over a large client base.
Jul 2010 - Feb 2012
Global Operations
Responding to various queries from our sub-custodian, fund managers, internal client relationship managers etc. via email, phone and fax. Completion of a number of daily tasks such as manually keying, settling and matching trades, regular checks of incoming information and monitoring workflow. Complete tasks unsupervised and within time frames set out by global markets.
Jan 2006 - May 2010
4 education records
Peter Fullarton education
Advanced Diploma, Financial Planning And Services
Diploma, Financial Planning And Services
Vce
Eltham High School
Education record
Oberon High School
FAQ
Frequently asked questions about Peter Fullarton
Quick answers generated from the profile data available on this page.
What company does Peter Fullarton work for?
Peter Fullarton works for Rask.
What is Peter Fullarton's role at Rask?
Peter Fullarton is listed as Senior Paraplanner at Rask.
What is Peter Fullarton's phone number?
AeroLeads has found 1 phone signal(s) with area code 142 for Peter Fullarton at Rask.
Where is Peter Fullarton based?
Peter Fullarton is based in Kilmore East, Victoria, Australia while working with Rask.
What companies has Peter Fullarton worked for?
Peter Fullarton has worked for Rask, Rising Tide Financial, Scale Up Paraplanning, Complyx, and Amp.
How can I contact Peter Fullarton?
You can use AeroLeads to view verified contact signals for Peter Fullarton at Rask, including work email, phone, and LinkedIn data when available.
What schools did Peter Fullarton attend?
Peter Fullarton holds Advanced Diploma, Financial Planning And Services from Monarch Institute.
What skills is Peter Fullarton known for?
Peter Fullarton is listed with skills including Superannuation, Banking, Wealth Management, Financial Services, Relationship Management, Portfolio Management, Retirement Planning, and Investments.
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