Peter Skanavis

Collaborate Wealth

Gold
14 Yrs Experience
Brighton-Le-Sands, NSW 2216
I am the Director of Collaborate Wealth.  Collaborate Wealth is a boutique full service wealth management company. The team has extensive experience in financial services.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualifications
    • Bachelor of Mathematics and Finance
    • Bachelor of Mathematics and Finance
  • Language spoken
    • English

Collaborate Wealth

21 Aero St
Brighton-Le-Sands, NSW 2216

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Great service. Easy to deal with and really cares"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection

Qualifications & Training

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Bachelor of Mathematics and Finance

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2014

Diploma of Financial Services

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Mathematics and Finance

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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