"For me, Financial Planning is all about my clients, helping them achieve their financial goals and enjoy financial prosperity."
Peter has been working in the financial services industry since 2011, over this time he has developed a strong passion for providing client-centric personal financial advice.
Services and specialities
- Aged Care
- Financial Planning
- Superannuation Advice
- Personal Insurance
- Retirement and Estate Planning
- Margin Lending and Gearing Strategies
Investment Style
Peter, tailors his clients' portfolios to their own individual needs to achieve their financial goals, not a one-size-fits-all approach.
Industry Education & Experience
Qualifications
- Bachelor of Business (Finance), QUT, 2010
- Accredited Aged Care Professional™, Aged Care Steps Pty Ltd, 2017
Approved Competencies
- Generic
- Securities
- Managed Investments
- Life Insurance
- Margin Lending
- Superannuation
- Financial Planning
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by way of salary and percentage of fees.