Director / Practice Principal
Peter is the Principal Director of Securelife Financial Solutions. After 17 years teaching, Peter made the transition to Financial Planning in 1996 as a Financial Planner for GIO. Following GIO's takeover by AMP, Peter became an AMP Financial Planner and built a strong client base in the area, eventually being one of the first in Victoria to take up AMP's offer to use this client base to establish his own business in 2001.
Peter is a Certified Financial Planner™ and member of the Financial Planning Association of Australia (FPA). With over 15 years of experience, Peter has a solid background in a variety of financial strategies and is firmly committed to improving the quality of strategic advice in this industry.
Peter works with a diverse range of clients including high net worth individuals in need of complex financial strategies. He successfully heads the Self Managed Superannuation Fund department at Securelife, and enjoys the challenges this multifaceted area of planning provides. Peter is also a member of the Self Managed Super Professionals Association of Australia (SPAA).
With strong links within the Geelong community, Peter is a keen advocate for the Kids Plus Foundation, a small but remarkable charity providing over 3000 hours of intensive therapy per year, at no cost to families, for babies and children with cerebral palsy and other brain injuries across Geelong and the Barwon Region of Victoria. March 2011 saw the start of a physical and mental challenge for both Peter and Jay Burke when they attempted the 'Kokoda Track' as a fundraising initiative to support this wonderful organisation. Together with 8 others and the AMP Foundation, the boys raised almost $40,000 for the Kids Plus Foundation.
Advice I specialise in
- Retirement planning
- Financial planning
- Investment planning
- Wealth management
General advice I provide
- Small business advice
- Banking solutions
- Estate planning
- Debt management
- Wealth protection
- Group insurance
- Company insurance
- Certified Financial Planner
- Diploma of Financial Planning
- Bachelor of Education (State College of Victoria)
- Graduate Diploma of Sports Management (Deakin University)
Memberships and Associations
- Member of Financial Planning Association of Australia Ltd
- Member of the Self Managed Super Professionals Association of Australia (SPAA)
- Financial Planner since 1996