Peter Campbell

Merideon Wealth Strategies

Gold
7 Yrs Experience
Mandurah, WA 6210
Peter is passionate about making an impact on peoples lives through great financial advice. When you talk to Peter, you will get back to basics to get your financial affairs in order and throw around ideas on how to build your wealth to achieve your dreams. These discussions make Peter get out of bed in the morning and finish the day on a high. Peter’s “why” is quite simple – Helping people to achieve their financial potential. Originally from Bridgetown in the South West, Peter has worked in Melbourne and Perth CBD and has decided to leave the “Big Smoke” to be a bit closer to home and get back to his roots. Married and planning a young family, Peter has travelled extensively – visiting 16 countries so far. He knows full well that dreams take many shapes and forms – be it wealth, travel, health, or leading a simple life unbeholden to anyone. If it’s important to you – he will find a way!

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

My minimum fee is due to the holistic nature of advice that I provide, covering off on your whole financial situation. There may be variations on a case by case basis. For general advice (without considering your personal circumstances) I charge an hourly rate of $440 per hour.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 24
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of International Finance
  • Language spoken
    • English

Merideon Wealth Strategies

Level 1, 14 Marco Polo Drive
Mandurah, WA 6210

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.90
24 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Peter has given me advice and assistance on my superannuation and insurance. He was extremely knowledgeable and I was totally confident with the information and advice he provided. Peter and his team always followed up in a timely manner. I am extremely happy an recommend without any reservations."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is a great down to earth bloke who is always there for advice and to lend a helping hand. I first come to peter in the middle of the coronavirus my shares werent doing well they are now back to where they were beforehand and climbing"

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Assisted me to get a support from Centrelink Which I needed through the battle of my Chemo. This jeopardising situation in life has aggregated my mind to get to the stage of ending my life."

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has been extremely helpful and is always willing to make the time to meet with me for any questions or concerns I have. I'm very confident in his ability and knowledge of financial concepts, which he is able to explain to me in easy to understand terms."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter easy to understand and has been very helpfull in helping us manage our finances and given us some great tools to help us manage our budget."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has been fantastic in getting us set up with our personal protection and superannuation. He is very knowledgeable and communication is fantastic too. We were kept informed every step of the way through the process. I would happily recommend Peter to all my family and friends."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would highly recommend Peter, his knowledge and experience gives me full confidence that the advice given was well thought out and suited to my personal needs. Losing my husband suddenly and becoming the sole person responsible for my financial future as well as our dependant children was terrifying. Peter was incredibly patient going through all necessary advice and happy to talk with concerned family about the advice. I would not hesitate to contact Peter with any questions or concerns, his genuine nature makes him an absolute pleasure to deal with."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We moved over to Peter from after being with another financial advisor, and felt very worried about the process Peter made the transition stress free and so easy, he even managed to improve my superannuation and always gives us the best advice. Highly recommend the team they never fail to keep communication with you and put your mind at ease."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely satisfied with peter, I feel confident that I’m in the right hands and will always be given the right advice and the best plan to protect our future"

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"As an overseas resident i have called on Peter to provide information and support outside of the usual financial services and advice. At all times Peter has worked to ensure all questions have been answered and all options are clear and unambiguous. 'going the extra mile' has been a trademark of Peter's work ethic. Our realtionship has been extremely satisfactory."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

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

Qualifications & Training

Managed Investments and Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Master of International Finance

Level
9 - Masters Degree
Institution
Deakin University
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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