Peter Kaleski

SmartMoney Financial Services Pty Ltd

Gold
13 Yrs Experience
Sydney Olympic Park, NSW 2127
I am passionate about helping people on their journey to financial freedom. I give everyday Australians the financial strategies that allow them to pay off their mortgage sooner, maximise the use of their money, minimise their tax obligations and build wealth for a comfortable retirement. Everybody’s financial situation is different and there can be no ‘one size fits all’ approach. By providing customers expert advice, I am fortunate to have helped many everyday Australians get on track to achieving the financial freedom they deserve. For me, there is no greater reward. For a confidential discussion about your current financial situation and objectives please don’t hesitate to contact me.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

SmartMoney Financial Services Pty Ltd

Suite 3.05, Level 3, 6 Parkview Dr
Sydney Olympic Park, NSW 2127

Opening hours

  • 9:00am – 7:00pm Monday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"The team at Smart Money have been assisting us with financial advice for the past 12 months now and during this entire period they have never failed to give us sound and wise advice. They are very respectful of our ideas and answer all of our questions. Peter & Hovig are also very honest and give sound advice with a sense of humour which helps when dealing with money, markets and looking out for our future. They work extremely hard and bend backwards to achieve the best results. We are very grateful that we have found financial adviser’s whom we can trust and help us build our portfolio. We look forward to a long lasting relationship with Smart Money"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice in areas including Loan Products, Superannuation, and Managing Debt. Peter was great in explaining all options available and the benefits/non benefits of each options to allow for a confident decision. Through Peter's knowledge and experience, I felt very confident that the advice given was right for my needs and the work he did, made our life so much easier. Peter did all the background work. I always received Peter's full care and attention when we met in person and he always provided progress updates."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot recommend enough Peter and the Team at Smart Money for all financial services! Peter and the Team have assisted me in debt consolidation, home refinancing, investing in property, superannuation, and tax minimisation strategies, all enhancing my cash flow by significant margins. Peter and the team are always happy to come to my premises on the Central Coast, to go through detailed strategies for each of me financial needs and once agreed and collaborated, Peter takes care of the rest for me! I would not be now in an extremely improved position financially, without Peter and Smart and there ongoing services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2008

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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