Peter Berresford

About Peter — Specialist in Wealth Management & Succession Planning

Peter is a specialist in wealth management and succession planning in Adelaide and surrounds for high-net-worth individuals, with a deep understanding of the complex financial needs of business owners, entrepreneurs, and multi-generational families. He provides tailored, confidential advice that helps clients take control of their finances, reduce stress, and make confident long-term decisions.

With a focus on business succession strategy, intergenerational wealth transfer and financial planning for high-net-worth individuals, Peter combines technical expertise with practical, hands-on implementation.

Whether you’re preparing to exit a business, manage family wealth, or protect assets for the next generation, Peter delivers personalised financial strategies that align with your goals.

Peter’s services include:

• Wealth management strategies for high-net-worth individuals and families
• Business succession planning and exit strategy development
• Comprehensive wealth management strategies for high-net-worth individuals
• Estate planning and intergenerational wealth transfer
• Strategic retirement planning for business owners
• High-net-worth financial planning across family structures
• Coordinating legal, tax and accounting advice for complex wealth structures
• Financial advice tailored to families with complex assets

Credentials & Qualifications

• Graduate Diploma in Financial Planning
• Certificate IV in Financial Services (Finance/Mortgage Broking)
• Fellow Chartered Financial Practitioner
• Chartered Retirement Planning Counselor (CRPC)
• Membership with the Financial Advice Association Australia
• Peter is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Credit Licence No. 232 706

Make an appointment with Peter on his calendar below simply choose a day and select a time that suits you best.