Peter Small

Fluid Financial Planning Pty Ltd

22 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.


  • 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 4.73
  • Number of reviews 10
  • First year providing advice 2002
  • Years of experience 22
  • 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 8, 8 West St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Fluid Financial Planning Pty Ltd

AFSL 389518