Peter Oates

Peter is currently completing his Master of Marketing with Deakin Business School to complement his MBA and a Commerce Degree from Monash University. Peter has over 15 years of experience in financial services. Peter was a highly qualified Financial Adviser at Westpac, NAB and in his own Financial Planning and Mortgage Broking Firm, having held both a Certified Financial Planner (CFP) and SPAA designation as SMSF Specialist Advisor, (SSA). Peter now draws on all his experience enabling him to deliver strategic advice ensuring his clients goals are achieved through lending solutions and goals based cash flow monitoring. He genuinely cares about helping his clients become more successful and satisfied with their finances, so they can put their valuable time and energy into other important aspects of their life. Peter prides himself on building meaningful long-term relationships with his clients and delivering the greatest standards of service quality, strategic finance advice and goals based coaching.

Education

Deakin Business School

Degree NameMaster of Business Administration - MBA

Dates attended or expected graduation2019 – 2020
Deakin University

Degree NameMaster Of Marketing - MMktg

Dates attended or expected graduation2020 – 2021
Deakin Business School

Degree NameGraduate Certificate of Communication (Public Relations) - GradCertComm

Dates attended or expected graduation2020 – 2021
Deakin University

Degree NameCertified Financial Planner - CFP

Dates attended or expected graduation2011 – 2013

Certified Financial Planner
Monash University

Degree NameBachelor of Commerce - BCom

Dates attended or expected graduation1998 – 2001
National Finance Institute

Degree NameDiploma of Finance & Mortgage Broking Manangement - DipFMBM

Dates attended or expected graduation2013 – 2013

Diploma in Finance & Mortgage Broking Management
Law Institute of Victoria (LIV)

Degree NameCollaborative Practice - Financial Neutral

Field Of StudyCollaborative Practice

Dates attended or expected graduation2014 – 2014

Activities and Societies: Associate Member of the Law Institute of Victoria

Cooperative Practice as a Financial Neutral
Kaplan Professional

Degree NameASX Accredited Listed Product Adviser

Field Of StudyALPA Program

Dates attended or expected graduation2010 – 2011

CPD