Peter Small

Fluid Financial Planning Pty Ltd

Platinum
20 Yrs Experience
North Sydney, NSW 2060
I run Fluid Financial Planning so my clients deal with the person responsible for the business. At Fluid Financial Planning we offer personalised investment, super and insurance solutions. We place your interests first & have our own financial planning licence.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 10
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualifications
    • Certified Practicing Accountant (CPA)
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Fluid Financial Planning Pty Ltd

Level 3, 8 West St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Fluid Financial Planning Pty Ltd

AFSL 389518

4.75
10 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.75
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Peter’s sage advice has helped us successfully navigate through: 1. important business decisions; 2. property purchases; 3. self managed super and insurances; 4. establishing a share portfolio with targeted growth (including the COVID period); and 5. very ambitious early retirement plans and financial modelling. All of which is well on track. I also trusted Peter to help with my parents transition to retirement. I always feel Peter tells me what I need to know, not what I want to hear. Peter’s guidance and advice has been a big part of our success over many years and I have no hesitation recommending Peter to anyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has been helpful explaining how my super and investments work. He has been reassuring that my money is invested in the best possible way. I feel confident that he follows trends, politics and is always available. I'd recommend him to someone who needs a professional financial adviser with that extra that we all look forward when we place our money in someone else's hands."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice in areas including self managed super funds . Peter always explains things to me in a clear way. Peter always gives full care and attention when I need it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Open & honest in dealings whilst being fair with fees"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has helped my wife and me with several different aspects of financial advice over the past 18 months. This has included consolidating and strategic Superannuation investment, personal life and income insurance, business decisions and the mortgage for our first family home. At all times we have felt Peter has had our best interests at the centre of his decision making process when giving us advice. Such is the confidence I have in Peter, I have recently asked him to assist my father with his pending retirement in mid-2105. I have no hesitation recommending Peter to anyone seeking financial advice and would be happy to be contacted to discuss further. Craig Barry."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"This guy is on the ball and has been for us for 8 years. He manages our business in a very friendly, conscientious, and professional manner with the eye of an eagle. We are happy and confident in the manner in which Peter has provided advice that has enabled us to achieve a portfolio of investments that completely suit our needs. We would not hesitate in recommending Peter and his business to others. Andrew. 65 years. 2261"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"honest, reliable and knowledgeable. Very happy with his service which should be seen as a benchmark for financial advisors"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2001

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
1991

Advanced Diploma of Financial Advice

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Peter's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Peter able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Peter's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Peter to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Peter?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Peter provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Peter may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Peter Small
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens