Peter has extensive experience as a financial advisor with particular expertise in the Aged Care area, as well as providing advice in all areas of financial planning, whether that be investment strategies, estate planning or superannuation. He has a keen interest in client relationships and helping clients reach their goals, often incorporating other members of the family and subsequently advising those family members as referrals from happy clients.
Peter joined SFS in 2012 and is an integral part of the team. He brought a great deal of experience and knowledge with him, which has been beneficial in providing valuable services to our clients, from smoothing the Centrelink experience to providing clarity in the complex world of Aged Care.
When Peter is not helping clients reach their financial goals, he can be found enjoying coffee and good food in Melbourne’s vibrant and diverse dining establishments or out and about walking dog Britt. He is a huge fan of all sports, particularly local footy, AFL, cricket and golf, with a plan to reduce his handicap to single figures.