I have over 30 years experience in the financial services industry. I hold a Diploma in Financial Planning and obtained my Masters of Financial Planning in 2004 from the University of Sunshine Coast.
As an Authorised Representative, I believe in helping my clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. I achieve this by providing quality advice, personalised service and practical ideas to deliver superior solutions.
Advice fees are charged on the basis of the complexity of the strategy to be adopted. Clients will be advised of the fees following the initial interview.
I have only known Peter for a few months but feel confident that he can provide the services I need. I find him approachable, knowledgeable and professional.
I have been a client of Elders Bundaberg for five years, and highly recommend their financial planning services. They are ethical, efficient and friendly.
Peter is a great communicator and very approachable and efficient.
Good advice and listened to our needs and situation.
We have been very satisfied with the way Peter and his team have looked after us. They have been very efficient even when we have been lacking in this aspect. Peter has given advice in a friendly and honest fashion. We do appreciate the way he has handled things for us and would have no hesitation in recommending him.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2002
- Years of experience 21
- Master of Financial Planning
Cornerstone Wealth Wide BayLevel 1, 234 Bourbong Street
Bundaberg, QLD 4670
- 9:00am – 1:00pm Friday
- 9:00am – 4:00pm Monday – Thursday
- In person
- Video call
Millennium3 Financial Services Pty Ltd