We are delighted to have Peter as an integral part of our team. With a successful financial planning business on the Sunshine Coast since 2000, Peter brings a wealth of experience and a proven track record in the industry. Having merged with Direct Wealth in 2023, he has seamlessly integrated into our collaborative work environment.
Peter’s commitment to providing top-notch financial services aligns perfectly with our values. His journey, beginning in Melbourne in 1998 when he, along with his wife and two children, relocated to build a thriving practice on the Sunshine Coast, showcases his dedication to both professional excellence and a fulfilling personal life.
We are excited to continue leveraging Peter’s expertise and contributions to achieve even greater success together.