Peter Gray
AGS Financial Group Pty Ltd
Peter Gray is a Certified Financial Planner at AGS Financial Group, based in North Sydney.
He holds a Diploma of Financial Planning and has advised individuals and families since 1991, joining AGS in 2017 through the acquisition of Lifetrack.
Peter’s motivation is simple, he likes doing a great job and making a difference in people’s lives by helping them reach their financial goals and protect their families with trust and confidence in the decisions they make.
His work involves tailored strategies built around each client’s circumstances to guide them through each stage of working life and retirement.
This means adapting advice as goals and family circumstances uniquely change.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAfter we have an initial chat we can provide guidance on what the potential fees would be
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 3
- First year providing advice 1991
- Years of experience 35
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Highest qualification
- Diploma of Financial Planning
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Language spoken
- English
AGS Financial Group Pty Ltd
Suite 3, Level 8, 8 West StNorth Sydney, NSW 2060
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Akumin Pty Ltd
AFSL 232706
