Peter Humble

Rise Wealth Group

Platinum
28 Yrs Experience
Bunbury, WA 6230

Recent reviews

Rise Wealth Group

Unit 1, 14 Carey St
Bunbury, WA 6230

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 32
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629

4.75
32 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
4.85
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 32

Sort by

4.75

"Peter has always been a reliable and knowledgeable financial adviser and has serviced our financial advice needs from running a business to retirement"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice on a range of topics. He explained things thouroghly and in a way I could understand"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Peter has given me advice in areas including retirement, superannuation and estate management. Peter was usually able to explain things to me in a clear way. Through Peter's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Peter's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We are very happy with Peter ,understanding our situation, always helpful when we need help"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Competent, informative and very professional."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Peter has been able to give me comprehensive advice on how to invest an inheritance. He has been very empathetic towards my sense of level of risk and very patient to make sure I understand the investment being made. I value Peter's knowledge and experience and am fairly confident that the advice given was right for my needs. At ALL times Peter is very approachable and gives full care and attention when needed."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"21 years service"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Humble profile photo

Peter Humble responded on November 2019

"Thanks very much JAck. Hope to working with you both for another 21 years yet! Peter"

5.00

"Peter has given me advice on how to manage my savings and invest them, which so far has been very good. I always received Peters full attention when I need it. His advice is only a phone call away."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Peter has been handling our self managed superfund and retirement for about the last 5 years. We have always found his explanations and advice easy to understand and he is always interested in what is going on in your life."

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

"Peter inspires confidence with his experience and knowledge. We wouldn't hesitate to recommend him to our family and friends. Peter is very approachable and easy to understand - doesnt use jargon ans speaks in laymans terms. Thanks Peter for you help - it really has been appreciated."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 32

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
1992

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Profession of Independent Financial Advisers (PIFA)

Membership type
Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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