Peter McCormick profile photo

Peter McCormick

Breakthrough Wealth Solutions

Silver
28 Yrs Experience
Bankstown, NSW 2200

I have over 38 years experience in the Financial Services industry and have been a Financial Adviser since 1994.

I hold a Diploma in Financial Planning. I am a Certified Financial Planner (CFP) and a member of the Financial Planning

Association of Australia.

I work first and foremost with my clients to engage in deep conversations to uncover their true goals and objectives. I use an

Objective Based Advice process to establish long term relationships and apply strategies to deliver on their objectives that are in

their best interest.

At a glance

  • Adviser status Silver
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Breakthrough Wealth Solutions

Suite 4 Level 1, 15 Bankstown City Plaza
Bankstown, NSW 2200

Opening hours

  • 9:00am – 5:00pm Tuesday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429