About Me

Peter has been a financial planner for over 34 years, including 12 years as a partner at BDO accounting firm running the financial planning division of the firm. He specialises in working with clients to achieve their goals and working with accountants to assist in setting up a structure to ensure tax is optimised. Over the last 16 years Peter has built up a reputation as one of Australia's leading expert witnesses in relation to financial planning and investment matters and has prepared in excess of 300 expert opinions. Peter is also a member of the FPA Policy and Regulations Committee which reviews new and pending legislation and how this will affect the financial planning profession.