Based in Melbourne, Peter’s professional background spans more than 20 years of combined experience in financial services across accounting, investments and financial planning.
Over the last 14 years, Peter worked as a financial planner with a number of financial services licensees, including Findex, Morgans Financial and TelstraSuper Financial Planning. He assisted clients in building towards and achieving their retirement goals through the use of superannuation (including SMSFs), investment structures and insurance.
Peter’s previous experience gives him an enhanced understanding and ability to work with clients to define and achieve their philanthropic goals, whilst also fulfilling his desire to become more involved in philanthropy.
Peter holds a Bachelor of Commerce from Deakin University, majoring in Finance and Financial Planning.