Senior Financial Planner
Oak Financial Planning
Peter has been in the Financial Planning industry for 8 years. Peter has a Bachelor of Management, Diploma of Financial Services (Financial Planning) and is SMSF qualified.
Peter enjoys creating a comprehensive planning process for his clients. He takes the time to listen to his clients needs and prioritise solutions based upon thorough investment research. He has a strong attention to detail and is dedicated in helping all his clients keep on track during their financial planning journey. Throughout the year he works closely with solicitors to develop comprehensive estate planning solutions to benchmark the best financial strategies for his clients.
Peter ensures his advice is easy to understand and explained with transparency, which is validated in his recent client testimonials.
Spending time with family, AFL, tennis, camping and outdoor activities.
See what our clients say
Peter, you explain things properly and use terminology that we understand. You also keep in contact with us, keep up regular contact on how things are going, which we think is terrific. The ability to have meetings in the office as well as home is valuable for us, it is a good thing. You know and we know that we are not good at managing money, you are not a smart aleck about it, but include and understand the situations that happen, and then offer solutions to the problem and situation. When we implement the strategies we are always in a better financial position, which makes us feel more confident within ourselves as well as our relationship between Mark and I.