Peter has an unwavering passion to enhance the financial journey of his clients, to support them in living their life on their own terms as much as possible.
Peter started his career in 2005, working in the financial planning division of a mid‐tier Melbourne accounting firm. Building on this initial experience as a paraplanner, he expanded into an associate adviser position across separate boutique and national financial planning practices, that ultimately lead to becoming a financial adviser in 2013. Since this time, Peter has continued to enjoy building, consolidating, and achieving successful outcomes for his client’s personal milestones and financial goals.
Peter is a Certified Financial Planner (CFP), holds a Bachelor of Economics and Finance and Advanced Diploma of Financial Planning. He is also accredited to provide advice in SMSF, Margin Lending and Direct Shares.
In his spare time, Peter enjoys spending time with his family, playing tennis, and supporting his other lifelong passion, Collingwood FC.
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