I joined Retirewise as an intern in 2015, becoming an Authorised Representative in 2016. I have extensive experience outside financial planning, including working in financial markets. I have a Diploma in Financial Planning and a Bachelor of Applied Finance (Financial Planning). I'm a member of the Financial Planning Association and accredited as a Certified Financial Planner (CFP).
I first met Peter a few years ago when considering my options pre-retirement. He and his colleague James from Iretire Wealth were both extremely knowledgeable and supportive during this process. Peter is always available for questions that might arise for me. I am very happy with the outcome and confident regarding my future.
I think the biggest thing when asking someone else to deal with my money is trust. I have saved thousands in relation to my tax and have seen a large percentage return on investments. I have known some members of the team for over ten years, and I have friends who have used their services for over 20 years. What more could I ask for from these guys other than what I receive? Good returns, good savings and good advice.
I have known Peter for some years and have used him to transition from my old (very good) financial planners to my current (even better) situation. These guys really ‘get’ my needs. Their advice is independent, professional and very good value. They let me proceed at my own pace with no pressure. They are really nice guys to deal with in a great location. Their advice has produced great results. It’s nice to have advisers that I totally trust!
We have been clients of Peter’s for a number of years and found him to be professional and responsive to our needs. His knowledge of insurance and investment is excellent and his services to us have always been prompt and courteous.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
RetirewiseSuite 2, 344A Illawarra Road
Marrickville, NSW 2204
- 9:00am – 6:30pm Monday – Friday
- In person
- Video call
Count Financial Limited