Peter Wilson

Peter Wilson

CEO & Principal Adviser at Strategic Wealth

Peter sees the complex financial world through a wide lens creating opportunities for individuals to enhance their capacity to prosper and thrive.

As CEO and founder of Strategic Wealth, Peter is an accomplished financial planner and business manager with over 35 years of practical experience. He is also the CEO of Your Personal CFO specialising in the provision of financial planning advice and debt solutions respectively to aspirational professionals, young executives and emerging small business owners. Peter is also a Director of Enable Finance Group, specialising in structural debt management, debt recycling strategies and detailed finance modelling.

With a Diploma of Financial Planning and a Bachelor of Science, Peter is a Certified Financial Planner (CFP), a member of the Financial Planning Association and a qualified SMSF Specialist Adviser.

https://www.linkedin.com/in/peterwilson2/

Strategic Wealth

Take a strategic approach to get there sooner...

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns. 

https://strategicwealth.melbourne/