Peter Dugan CFP®
About Me
The team at Edgeworth Partners provide a personalised service to all clients in order to understand each individual issue and design the most effective solutions. We value our client and aim to build a relationship which encourages participation and collaboration.Edgeworth Partners offers a wide range of financial services with a particular emphasis on Self Managed Superannuation, Estate Planning and Family financial management . We look forward to working with you to achieve your goal of greater financial freedom and security.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 22 Years
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Licensed By Avana Financial Solutions Pty Ltd
Also meet me here:
Level 4 Suite 12, 200 The Entrance Road,
Erina, NSW 2250
Erina, NSW 2250