Experience

Our Financial Expert is Peter Oates is completing his MBA and Masters Of Marketing and having completed his Commerce Degree previously. Peter has over 15 years of experience in financial services. Formerly a highly qualified Financial Adviser at Westpac, NAB and the in IFA space, having held both a Certified Financial Planner (CFP) and SPAA designation as SMSF Specialist Adviser, (SSA). Peter now draws on all his experience enabling him to deliver strategic finance advice ensuring his clients goals are achieved through lending solutions and goals based cash flow monitoring.

Peter genuinely cares about helping you become more successful and satisfied with your finances, so you can put your valuable time and energy into other important aspects of your life.

Peter prides himself on building meaningful long-term relationships with his clients and delivering the greatest standards of quality, strategic finance advice and goals focused coaching.

This strong understanding of all things finance is supported by our expert team to deliver excellent lending solutions and build lifelong relationships with our clients.

Please visit Peter on LinkedIn below.

%d bloggers like this: