Peter Lanham

Lanham Financial Advice Pty Ltd

Platinum
33 Yrs Experience
Double Bay, NSW 2028

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.

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • 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

312-314 New South Head Rd
Double Bay, NSW 2028

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Lanham Financial Advice Pty Ltd

AFSL 222769