Diploma of Financial Planning
Master of Business Administration
Master of Marketing
Bachelor Arts
Bachelor of Commerce
Specialisations
Strategy design
Restructuring practices
Process improvements
People resourcing
Business growth
Succession planning
Merger and acquisitions
Compliance processes
Client value proposition
Data analysis
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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.
