As a financial planner, I'm fortunate enough to be able to help clients with their most important financial and lifestyle goals. Partnering with my clients for the long term and watching them learn and grow in confidence as they work toward their vision of financial freedom is something I consider a real privilege.
You can make these decisions with a lot more confidence when you rely on the guidance and advice of a professional. Understanding what's important to you and helping you make the right financial decisions now, will determine the life you live tomorrow.
Whatever your stage in life, I'm committed to helping you reach your financial goals with confidence and peace of mind.
Peter and i have been working together for over 5yrs, which over time we have achieved some great results. I find Peter very approachable, knowledgeable and always available to pick up the phone and talk me through my questions and or concerns.
Peter has been looking after our Super and financial needs for around 10 years, he has always been professional, courteous and knowledgeable. When we are in communication with Peter we never feel rushed and he has always taken the time to explain things in a way that we can understand more fully. We are very happy with the way Peter has handled our investments over the years, his expertise and guidance has been invaluable to us.
Peter is very capable, strategically sound & provides clear & concise communication.
Been with Peter for years now and always recommend him to family and friends. Peter has helped me understand my super and strategy, and always listens to my questions and theories. Great adviser on super.
Peter has been my financial adviser for almost 10 years now. I have always found him to be knowledgeable and approachable. He is easy to discuss issues with and patient in explaining complex concepts that may assist in my financial security. His advice has always been solid and has led to continual improvement of my portfolio.
- Adviser status Gold
- Number of reviews 34
- First year providing advice 2009
- Years of experience 14
- Master of Financial Planning
AGS Financial Group Pty LtdSuite 3, Level 8, 8 West St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd