Growing up on a farm on the outskirts of Sydney has taught me a lot. Like the importance of family and how the relationships we build in life will influence who we are as people.
Having a close relationship with my parents is really important to me. My parents are also first generation Europeans and in my earlier years (probably even to this day) they have taught me the importance of hard work and always tried to instil good morals and values in me
These values have allowed me to succeed in many aspects of life and also assisted in maintaining and creating relationships. I strongly believe that developing strong relationships is at the forefront of every successful client experience, and one of the best ways is "always doing what I have promised to do!"
From the beginning, education was seen as an important asset. Throughout my schooling and university life I strived to do be my best and to be the best person I could be.
In order to provide excellent service to my clients, and to achieve maximum results, I believe that educating my clients and myself is essential. The more knowledge and wisdom I can provide my clients, the better informed decisions they can make and the better advocates they can be for my services.
Besides being passionate about providing advice, I also have many other hobbies. Football is my religion! I actively support Western Sydney Wanderers (Champions of Asia 2014) and also Liverpool Football Club (Hopefully next year will be our year)!.I am also crazy about fishing, and like to fish every weekend.
Please don't hesitate to contact me if you have any questions, I'm always more than happy to assist you and add value in any way possible.
If you would like to know more about myself and Peak please visit our website https://www.peakwm.com.au
Andrew Debono and his team are very attentive to my personal and professional financial needs, continually supporting me with building wealth and taking me through comprehensive documents and portfolio results. Their onboarding process is second to none.
Since working with Andrew, I have felt my life is in order and breathing easier knowing I'm on track to reach my mid to long term goals. Andrew is very professional and explains everything clearly, so you know exactly where you sit and where you need to go.
I would absolutely recommend PeakWM to friends and family. Andrew and his entire team at Peak Wealth Management have been instrumental with providing a well balanced strategy across my short to long term goals, they really listen and consider my preferences when forming their financial advice, they’re fantastic to deal with and have built a sense of trust that I know they’ve got everything covered (including all of the associated admin!). I have a stronger sense of confidence and reassurance that I’m taking all the right steps in order to meet my personal and financial goals.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2015
- Years of experience 8
- Bachelor of Applied Finance and Bachelor of Economics
St Wealth Pty LtdLevel 8, 99 Elizabeth St
Sydney, NSW 2000
Peak Wealth ManagementLevel 8, 99 Elizabeth St
Sydney, NSW 2000
- 8:00am – 7:00pm Monday – Friday
- 9:00am – 1:00pm Saturday
- In person
- Video call
Prosperitas Partners Pty. Ltd.