About Us
Peter started his career in accounting after graduating from university. Having assisted numerous clients with tax returns and tax savings, he realised that he is passionate about helping his clients in coaching and planning for their financial future.
Peter has then worked in financial planning industry for more than 10 years, have had the experience with boutique financial planning firm and major financial institution as a senior financial planner. Peter has helped hundreds of families in achieving their lifestyle and financial goals by providing better outcomes on their investment, retirement, tax or insurance solutions via strategic financial advice.
Driven by a genuine desire to provide a financial planning service with prudence and, with a strong sense of business ethics, Peter incorporated Prudence Financial with a vision to establish long term trusted relationships with his clients by giving authentic and holistic advice that is in the very best interest of his clients.
Peter specialises in investment, superannuation, SMSF, retirement planning, age pension, personal insurance, tax planning as well as estate planning strategies. Peter has a bachelor’s degree in business, masters' degree in accounting and commerce, diploma and advanced diploma in financial planning. Peter is a CPA (Financial Planning Specialist) as well as a Certified Financial Planner (CFP) of Australia.