PETER

Peter believes that financial advice is about partnering with clients to understand their vision, so that they can achieve their financial goals and add value to all aspects of their lives.

Peter has over 15 years’ experience in the wealth management and accounting industries, having worked for Macquarie Bank, Watson Wyatt, Morgan Stanley and Lend Lease.

Peter is a Certified Financial Planner. He also holds a Diploma of Financial Planning, Masters of Commerce and Bachelor of Business.

Peter’s experience with clients with diverse backgrounds has enabled him to gain a wealth of strategic and management experience to ensure that he helps his clients focus on the bigger picture and keep them on track. He has a keen focus on business owner clients and clients looking to plan for retirement.

Peter’s main areas of expertise include advising business owners on succession planning and keyperson insurance needs, self managed super funds, investment management and retirement planning.