Financial Planner & Practice Principal
Peter set up PY Financial Services more then 30 years ago as a one man operator and has grown the Financial Practice to one of the top holistic practices in the region.
The highlight for Peter is having dealt with clients that feel they are lost and hopeless with their finances and guiding them through their life stages such as kids, mortgages, property purchases and bringing them out the other side having met all their financial goals and then retiring with enough income for the life that they deserve.
Peter specialises in the Self Managed Super Space, retirement planning and share and managed fund investment portfolios and protection of assets.
Peter has worked in Financial Planning since 1983; he completed the highest level of education available in the Finance industry in 1998 by becoming a Certified Financial Planner™ (CFP®). Peter has also completed a Diploma in Financial Services through RMIT University.
Peter’s interest extends outside of the office where he enjoys investing in shares, managed funds and property believing in the principal of practicing what you preach. He has a keen interest in sharing his knowledge with the younger generation by educating his children and their friends.
“I’ve known Peter both professionally and as a friend for 15 years, and he has handled my insurance business for most of that time. I have always been impressed by Peter’s professionalism and quality of service.”
“I was so impressed by the care and detail that Peter put into my retirement strategy, and with the final product, that I introduced my parents to Peter to help them out with the funds from the sale of their farm,”
“Peter has done a fabulous job of taking control of the situation. Their investment is actually growing while they live off the returns – which I find almost unbelievable.”
“Dad gets to sleep at night (and so do I).”
"Peter seemed to know what he was talking about and had an approachable personality. He really came across well”.
“I could have retired there and then, but it’s a big decision. In the end, I worked for another 12 months, which made for a little bit more cream on top of the cake.”
“It only felt like a couple of weeks, so I handed in my notice in early December and worked my last day on January 11 this year.”
"Peter can’t do enough for you. And if you ever have any questions at all it’s just a matter of making a phone call.”