Pete Wilson

Tweed Financial Advice

4.90
2 Reviews
Silver
28 Yrs Experience
Kingscliff, NSW 2487

Recent reviews

Tweed Financial Advice

Level 2, Suite 25, 11-13 Pearl Street
Kingscliff, NSW 2487

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 2
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Advice Evolution

AFSL 342880

4.90
2 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

4.75

"Pete has given me advice on Insurance and Super. Pete was usually able to explain things clearly. i felt very confident that the advice provided to me by Pete was right for my needs. i certainly felt comfortable during our appointments."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pete provided very helpful, trustworthy, and honest advice. I will be recommending him to my family and friends."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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