Peter's qualifications
At work
Peter is a Senior Financial Planner working with Sydney and Melbourne based clients. 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!