Peter Stevens
Director & Financial Planner
Peter holds a Bachelor of Commerce, Graduate Diploma of Financial Planning, and is a Fellow of the Financial Services Institute of Australia, as well as a Master Practitioner Member of the Stockbrokers and Financial Advisers Association. With a financial services background dating back to 1999, his passion is helping clients make informed financial decisions.
With extensive experience and thousands of client interactions, Peter specializes in pre and post-retirement planning, ensuring clients have enough resources for a secure future. He has also expanded his services to younger generations, offering financial guidance to protect their families.
Peter’s strength lies in helping clients prioritize and stay accountable. As a father of two and an active member of Scarboro SLSC, he balances his professional life with a commitment to his community and family.
