Peter Oates

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

 

It is time for a review of your lending

It is time for a review of your lending

Peter Oates

Peter Oates December 17th, 2020 3 minute read

Finance

The Intro Rate… is it worth it?

The Intro Rate… is it worth it?

Peter Oates

Peter Oates December 17th, 2020 4 minute read

Finance

Variable rates were decreasing before the rate cut

Variable rates were decreasing before the rate cut

Peter Oates

Peter Oates November 5th, 2020 5 minute read

Finance

Construction loan is completing? Time to review

Construction loan is completing? Time to review

Peter Oates

Peter Oates November 5th, 2020 3 minute read

Finance

Rate Cuts for Major and Non Major Banks

Rate Cuts for Major and Non Major Banks

Peter Oates

Peter Oates November 5th, 2020 4 minute read

Finance

Maximum Borrowing, Equity Access & Pre Approvals

Maximum Borrowing, Equity Access & Pre Approvals

Peter Oates

Peter Oates October 29th, 2020 4 minute read

Finance

Cashback Offers in our Market right now

Cashback Offers in our Market right now

Peter Oates

Peter Oates October 29th, 2020 3 minute read

Finance

Exit strategies and the impact of age on borrowing

Exit strategies and the impact of age on borrowing

Peter Oates

Peter Oates October 15th, 2020 4 minute read

Finance

General rule for borrowing capacity

General rule for borrowing capacity

Peter Oates

Peter Oates October 15th, 2020 3 minute read

Finance

Credit Cards... Do they make you spend more?

Credit Cards... Do they make you spend more?

Peter Oates

Peter Oates October 15th, 2020 4 minute read

Finance