Strategic thinking financial advisor with over 30 years experience in tax, accounting, corporate and financial planning.
Founder and Chief Executive Officer of Lanham Financial Advice with own Australian Financial Services Licence since 2000.
Peter's expertise is applying holistic wealth planning strategies to enable clients to live a better life now and also retire successfully. His specialty is analysing a client's financial situation, projecting where they will be at retirement, determining any shortfall, and then providing recommendations and monitoring to enable clients to reach their strategic retirement target.
Peter has attained a Bachelor of Commerce (Major in Accountancy)and completed a Diploma of Financial Planning in 1996. He has been a Certified Practicing Accountant since 1987, a Certified Financial Planner since 1997 and in 2010 attained the qualification of Certified Financial Strategist. Peter studied Global Economics at Harvard Business Scholl in 2011, an achievement he rates most highly in his career.
Peter is heavily invoved in Legacy, a charity providing services to Australian families suffering after the injury or death of a spouse or parent, during or after their defence force service.
In addition to the longevity of Peter's business, his professional reputation and high level of integrity are two personal aspects of which he is most proud.
Peter has given us advice in areas including superannuation and investments. Peter explains everything in a clear, easy to understand way. Through Peter's knowledge and experience, I feel very confident that the advice provided is right for our needs. Given we are taking a monthly draw down from our super, which equates to our lifestyle requirement, and take the occasional drawdown, our portfolio is performing very well. Thank you for your guidance in the last ten years we have known each other and in particular the last seven years since we have retired.
We have been using Peter’s expertise in all things financial since 1990 and have always been impressed by his diligence, honesty and integrity. Our financial goals are on track under his care and we are always confident that he has our best interests at heart when making recommendations and investment decisions. We can highly recommend Peter and his dedicated team.
The team at Lanham Financial Advice have been a huge help. Peter gave very helpful advice, I felt he understood my unusual circumstances and I feel confident about my plans for the future now.
We have been clients of Peter's for many years now. He has always given sound information in his newsletters on the performance of our investements and made appropriate suggestions as to & when they should be changed to ensure that they are performing to our needs.
We have been with Peter for many years and our confidence has grown over time. We respect his advice and respond accordingly to his directions. I have just recommenced him to recently retired family members, Greg and Kathy Townsend. I have yet to conclude Pam's move into aged care and will require further advice on that matter.
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 1989
- Years of experience 34
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
Lanham Financial Advice Pty LtdSuite 8, First Floor, 38-40 Urunga Parade
Miranda, NSW 2228
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lanham Financial Advice Pty Ltd