Ruth Peterson profile photo

Ruth Peterson

K Point Wealth

Bronze
2 Yrs Experience
Kangaroo Point, QLD 4169

I am a Financial Adviser with a growing depth of experience in the financial services industry and a strong commitment to helping clients make informed, confident decisions about their money. With a solid academic foundation and hands-on advisory experience, I support individuals and families through all stages of their financial journey.

I believe that effective financial planning starts with genuinely understanding each client’s unique circumstances, values, and goals. I take a personalised, strategic approach to advice, developing tailored solutions that are practical, clear, and aligned with what matters most to my clients. Whether my clients are focused on building long-term wealth, preparing for retirement, protecting their income, or creating greater financial security for their family, I provide trusted guidance and ongoing support to help turn their goals into achievable outcomes.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2024
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

K Point Wealth

35 Cairns Street
Kangaroo Point, QLD 4169

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523