About Me

Peter has over 20 years business and professional experience and has worked in the accounting profession, in commerce and in providing personal financial planning advice, with qualifications in accounting, superannuation, law and financial planning. Peter’s focus is on getting the overall strategy right and on providing comprehensive financial planning advice, integrating cashflow, investment, debt, tax, insurance and estate planning strategies. He provides advice at both a strategic and detailed level to develop comprehensive financial plans and provide professional and value adding on going advice and services to personal and business clients.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®