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Future Wealth Group

Other Finance

18-22 Dale St,
Brookvale, New South Wales 2100

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61424434060

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Future Wealth Group

Other Finance

18-22 Dale St,
Brookvale, New South Wales 2100

61424434060

Write a Review Save Call

Future Wealth Group

Other Finance

18-22 Dale St,
Brookvale, New South Wales 2100

61424434060 Call

Write a Review Save
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Description

Peter is a passionate and dedicated Financial Adviser who is committed to providing all his clients with security and confidence throughout the many stages of life has to offer. Peter works closely with all his clients to ensure they stay focused and on track to achieving their financial goals which allows each individual the freedom to enjoy life without the burden of the financial unknown.

Peter is a specialised Adviser in Self – Managed Superannuation Funds and offers expert advice and consultation in the following areas: Financial Advice and planning; Superannuation; Portfolio construction; Personal and Business insurance; Estate planning and Asset Protection; Leveraged Investments and Margin lending; Budgeting and Cash flow management; Small Business Advice; Retirement planning and Aged Care.

Peter obtained a Master of Financial Planning from the University of New South Wales and holds the Self – Managed Superannuation fund specialist accreditation with the SMSF Association of Australia. He also graduated with a Bachelor of Commerce from Macquarie University where he was awarded the Deans Excellence in International Business and Marketing.

Prior to commencing Future Wealth Group, a boutique private wealth firm, Peter held roles at Hillross Financial Services, AMP Financial Planning and Mawson Investment Management where he gained extensive experience across all sectors of Finance and Financial Planning.


Location

18-22 Dale St, Brookvale, New South Wales 2100

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Opening Hours

Monday
09:00-17:00
Tuesday
09:00-17:00
Wednesday
09:00-17:00
Thursday
09:00-17:00
Friday
09:00-17:00
Saturday
Closed
Sunday
Closed

Manager

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Peter O'Malley
Posted 1 month ago

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