Peter Wilson CFP®
About Me
Peter sees the complex financial world through a wide lens creating opportunities for individuals to enhance their capacity to prosper and thrive.
As CEO and founder of Strategic Wealth, Peter is an accomplished financial planner and business manager with over 35 years of practical experience.
With a Diploma of Financial Planning and a Bachelor of Science, Peter is a Certified Financial Planner (CFP), a member of the Financial Planning Association and a qualified SMSF Specialist Adviser.
In his spare time, Peter enjoys relaxing with his wife and four children, touring the countryside on his Ducati and BMW motorcycles, boating and playing golf. A loyal St Kilda supporter, Peter waits patiently for the coveted flag.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 22 Years
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Licensed By Oreana Financial Services Pty Ltd