Peter’s mission statement
“I like to provide modern ideas with traditional service, with a focus of building wealth and tax effective income for my clients”.
Qualifications & experience
Peter holds a Bachelor of Applied Finance, an Advanced Diploma in Financial Planning, a Diploma in Management and is working towards a Masters in Financial Planning. Peter is also a Certified Financial Planner (CFP) and is a full member of the Financial Planning Association.
Peter can advise on the following: