Peter joined MBA Financial Strategists in March 2020 and has been in the financial services industry since 2017 working in a busy financial planning practice located in Norwood. This experience has given Peter considerable exposure to all aspects of the industry from superannuation through to a full range of insurance options. He has a keen interest in all sports having completed a Bachelor of Sport & Recreation Management.
He is passionate about assisting a range of clients to achieve their financial and lifestyle goals leading ultimately to financial empowerment. Peter is comfortable providing financial advice to a range of clients including Gen Ys saving for a home, budgeting or planning to start a family through to pre-retirees looking to commence the retirement planning process along with retirees wanting to maximise their retirement funds to maintain their lifestyle and achieve peace of mind and long-term financial security when they are no longer working full time.
Peter is an authorised representative and credit representative of AMP Financial Planning Pty Limited and holds a Diploma in Financial Planning along with a Bachelor of Sport & Recreation Management from the University of South Australia.