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.
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.
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.
Peter was very friendly, professional, and I trusted his opinion. I could tell he is truly passionate about helping his clients!
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2013
- Years of experience 10
- Master of Financial Planning
Walshs Financial Planning Pty LtdLevel 24, 10 Eagle St
Brisbane City, QLD 4000
- 8:00am – 6:00pm Monday – Friday
Walshs Financial Planning Pty Ltd