Peter is a Senior Financial Planner working from our Sydney office. He has a wealth of experience, having worked in financial services since 2008. Most recently he was a Partner/Director in his own Financial Planning company, where he also undertook the role of Private Wealth Advisor.
Peter provides holistic goals-based advice to clients, helping them make better financial decisions. He builds strong relationships with his clients to ensure a detailed plan is formulated and implemented together.
Outside of work, Peter enjoys spending time with his family and dog. He loves to travel, especially if there’s snow involved!
What’s your best tip for anyone moving to Australia?
Pick a beach and live as close to as to it as you can.
What’s the best thing about living in Australia?
Australia is a mutli-cultural country where you can get the best of everything. The food scene is second to none.
What gives you the most satisfaction at work?
I enjoy seeing well thought out plans that we’ve been working on together for years eventuate.
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