Peter specialises in strategic financial planning and on a fee for service basis provides full and comprehensive analysis with recommendations and ongoing advice to retirees, pre-retirees and mature small business people for the reasons that are important to them.
Peter has over 37 years’ experience in the financial services industry and his working career has included various positions in both management and financial planning at both State and National levels with major financial institutions.
Peter’s clients are generally referred by professionals such as accountants and solicitors as well as other advisers who all recognise and understand the value for their clients in meeting with an experienced and caring professional adviser. Retirement and Superannuation Planning and Protection as well as Estate and Aged Care are a specialty focus.
Peter’s industry academic achievements include attaining the Certified Financial Planner designation in 1999, Diploma of Financial Planning, Diploma in Financial Markets, Certificate of Superannuation Management, Certificate in Self-Managed Superannuation Funds and an ASX Accredited Listed Products Adviser.