Benwest Staff Black & White_0000s_0004_Benwest_Peter-Finch

Peter Finch

Financial Adviser

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:

  • Financial Planning
  • Wealth Creation
  • Tax Planning
  • Retirement Planning
  • Superannuation & Rollover
  • Self-Managed Super Funds
  • Life & Risk Insurance
  • Estate Planning
  • Managed Funds
  • Direct Shares
  • Corporate Advice