Peter Hodgson

Walshs Financial Planning Pty Ltd

Silver
9 Yrs Experience
Brisbane City, QLD 4000
Peter’s passion in financial planning is to raise the financial literacy of everyday Australians and empower the younger generation to aspire to financial security. His every day role as a financial planner at Walshs involves providing all areas of advice, from insurance to investments, lending, cashflow management and wealth creation for Medical Professionals. He is committed to excellence and is a top performer, recognised for his outstanding work and contributions in his short time as a planner.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Walshs Financial Planning Pty Ltd

Level 24, 10 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Walshs Financial Planning Pty Ltd

AFSL 432636

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

"I cannot speak highly enough of the way Peter attends to all my financial matters, he's professionalism , knowledge, explanations and genuine caring about his clients is like a breath of fresh air in a tough industry. I would have absolutley no hesitation in recommending Peter to any new customer."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has been fantastic in helping me set up my finances as a new small business/contractor. Not only is he an expert in the field but he goes out of his way to help. You can tell that he puts in that extra bit of effort to help me reach my financial goals."

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

"Peter was very friendly, professional, and I trusted his opinion. I could tell he is truly passionate about helping his clients!"

  • Superannuation
  • Growing Assets
  • 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
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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