Peter Lanham

Lanham Financial Advice Pty Ltd

Platinum
33 Yrs Experience
Miranda, NSW 2228
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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 10
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Lanham Financial Advice Pty Ltd

Suite 8, 1st Floor, 38-40 Urunga Parade
Miranda, NSW 2228

Licensed by

Lanham Financial Advice Pty Ltd

AFSL 222769

4.80
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter managed my fathers finances when he retired so when I retired I also sort out Peter’s expertise. I have always been able to contact Peter when needed and he and his staff have always advised and provided the aid I needed. I find Peter extremely knowledgeable and have recommended him to friends and family."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Prior to my retirement I sought advice from Peter regarding a plan for my superannation. That and other investments had worked extremely well for me. Peter's updates and advise for me has been invaluable and now extends over 25 years."

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

"I am a retired company accountant and have been comfortably living off reasonable interest and dividends until recently. A friend recommended Peter so we sought his advice to deal with the current and probably long term dilemma of low interest rates. Peter has provided my family with invaluable strategic advice for the management of my investments both inside and outside superannuation. He has provided a plan that allows us a very adequate budget whilst growing our investments. It took us a while to let go of our fixation with interest rates and high dividend shares but now we are very comfortable with his draw down approach that allows us to draw down what we need regardless of what interest rates are paying. Overall we are extremely happy with his guidance."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice in areas of superannuation and share investments. I am a new client and impressed by the financial advice given. I previously had superannuation in a Self Managed Fund and with Peter's advice this has now changed. I now have my funds safely held in a Macquarie Bank platform and use his professional guidance to oversee my investment."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Certified Financial Strategist

Level
0 - Training / Exam / Other
Institution
Association of Independently Owned Financial Professionals (AIOFP)
Completed
2020

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1997

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1982

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Peter's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Peter able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Peter's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Peter to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Peter?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Peter provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Peter may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Peter Lanham
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens