Experienced Senior Adviser with a demonstrated history of providing wealthy individuals and families with strategic financial advice tailored to their specific needs. Skilled in Portfolio Management, Risk Management, Independent Financial Advice, Investment Management, and Wealth Accumulation. Strong community and social services professional who is also a CFP Professional with the Financial Planning Association and a Fellow with FINSIA.
Have found Peter to be very calming and patient during our communications relating to my finances. He is very knowledgeable and has given me confidence that all will be good now I'm retired. Peter has been available anytime I've needed that little extra help. Big thank you for taking the weight off my shoulders and understanding my requirements.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2006
- Years of experience 17
- Master of Applied Finance
Australian Unity Personal Financial Services LtdLevel 12, 271 Spring St
Melbourne, VIC 3000
Australian Unity Personal Financial Services Ltd