About Me

Peter is passionate about making an impact on peoples lives through great financial advice. When you talk to Peter, you will get back to basics to get your financial affairs in order and throw around ideas on how to build your wealth to achieve your dreams. These discussions make Peter get out of bed in the morning and finish the day on a high.

Peter’s “why” is quite simple – Helping people to achieve their financial potential.

Originally from Bridgetown in the South West of Western Australia, Peter has worked in Melbourne and Perth CBD across both personal and corporate executive finance. Living in Melbourne, Peter has travelled extensively – visiting 23 countries so far.

He knows full well that dreams take many shapes and forms – be it wealth, travel, health, or leading a simple life unbeholden to anyone. If it’s important to you – he will find a way!

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Modoras Pty Ltd
  • Advice fees
    Advice Fees From $4,400
CERTIFIED FINANCIAL PLANNER®