Peter Stevens
Director & Financial Planner
Bachelor of Commerce, Graduate Diploma of Financial Planning, Fellow of the Financial Services Institute of Australia, Master Practitioner Member of the Stockbrokers and Financial Advisers Association.
With a background in financial services dating back to 1999, Peter’s passion is simple, to help clients make smarter financial decisions.
Through thousands of hours of conversations and working closely with clients, Peter has advised, developed and observed various strategies and techniques to help clients attain their financial aspirations.
Peter specialises in pre and post retirement planning, getting clients there with enough, and then making sure it lasts! Over time Peter’s clients have evolved to the children of his clients, providing them with financial planning advice to protect their young families. Having worked with many business owners, professionals, skilled tradesman, individuals and families over the years, Peter understands we can all be too busy with our own day to day lives that we don’t take the time to plan. His strength is helping clients focus on what’s important, establish priorities, and then hold each other accountable.
A father of two, when he’s not in the office, potting around the house or attending junior sport, Peter can be seen on the beach where he is an active member of Scarboro SLSC.
