Financial Adviser - Peter Kirby

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After witnessing countless examples of wealth erosion, I sought a career that allowed me to educate a dangerously under-advised population about the financial risks they’ll face in their lives.

By continually expanding my financial expertise and building strong teams around me, I have been able to have a meaningful impact on a wide range of people, businesses and the families that rely on them.

Valuing the generous lifestyle of living on the northern beaches of Sydney I strive to provide an aspirational work / life balance for my clients, my staff and for my own family.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Our process starts with booking an initial “Discovery meeting”, this meeting is at our expense, and we use this meeting to discuss your situation to get a good grasp of your personal and financial goals and objectives, and also discuss our services further. We then provide a “Scope of Works” document outlining our fees, advice process, and the value we believe we can add to your situation, among other details, to gain your approval before proceeding further.

Adviser status Silver
First year providing advice 2005
Years of experience 20
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English