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Peter McCormick

Breakthrough Wealth Solutions

Silver
31 Yrs Experience
Bankstown, NSW 2200

I have over 38 years experience in the Financial Services industry and have been a Financial Adviser since 1994.

I hold a Diploma in Financial Planning. I am a Certified Financial Planner (CFP) and a member of the Financial Planning

Association of Australia.

I work first and foremost with my clients to engage in deep conversations to uncover their true goals and objectives. I use an

Objective Based Advice process to establish long term relationships and apply strategies to deliver on their objectives that are in

their best interest.

My fees

Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1994
  • Years of experience 31
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Breakthrough Wealth Solutions

Suite 4 Level 1, 15 Bankstown City Plaza
Bankstown, NSW 2200

Opening hours

  • 9:00am – 5:00pm Tuesday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429