Diploma of Financial Planning
Master of Business Administration
Master of Marketing
Bachelor of Commerce
Merger and acquisitions
Client value proposition
With over 20 years’ experience in financial services, Peter is passionate about promoting, supporting and driving change where needed to help financial planning businesses adapt to the changing world of advice.
His experience in strategy design, investments, change management, people and client value propositions will help advisers to access and unlock the potential of their business. He collaborates with practices to understand their needs and infrastructure before providing guidance and solutions which will deliver the necessary outcome.