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 graduation –
Deakin University
Degree NameMaster Of Marketing - MMktg
Dates attended or expected graduation –
Deakin Business School
Degree NameGraduate Certificate of Communication (Public Relations) - GradCertComm
Dates attended or expected graduation –
Deakin University
Degree NameCertified Financial Planner - CFP
Dates attended or expected graduation –
Certified Financial Planner
Monash University
Degree NameBachelor of Commerce - BCom
Dates attended or expected graduation –
National Finance Institute
Degree NameDiploma of Finance & Mortgage Broking Manangement - DipFMBM
Dates attended or expected graduation –
Diploma in Finance & Mortgage Broking Management
Law Institute of Victoria (LIV)
Degree NameCollaborative Practice - Financial Neutral
Field Of StudyCollaborative Practice
Dates attended or expected graduation –
Activities and Societies:Associate Member of the Law Institute of Victoria
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