MenuPeter Lam CFP®
About Me
My role as a Principal Financial Adviser is to assist clients gain clarity on their personal goals and objectives, and provide a picture of the options available. My continuous commitment is to guide and educate clients along the journey by making the smart financial decisions stick.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
-
Years of Experience 14 Years -
Licensed By Argurion Finance Group Pty Ltd
