About our practice
Arrive Wealth Management
Arrive recognises that succesful individuals deserve personalised service and wealth management advice, specifically created to help you achieve your goals. Our aim is to offer knowledgeable, trustworthy strategies, based on high levels of interaction with our clients. We see building close relationships as an important factor in helping you manage and build your wealth.
Qualifications
- Certified Financial Planner ™
- Bachelor of Business (Accounting)
- Advanced Diploma Financial Planning
- Diploma of Insurance
- Currently completing a Masters of Financial Planning
Biography
For over 25 years Peter has been involved in Financial Services – not only as a self-employed adviser within a large financial institution, but also as a partner of a large independent financial services practice. For the past 15 years, Peter has been operating and growing a true holistic private wealth management business. During these years, Peter’s practice has always been a market leader within his dealer group network, finishing within the top three practices each year for both the business and also on an individual planner level and, for a number of those, National Adviser winner.
Career Achievements
- Dealer Group Inaugural “Financial Planner of the Year” 2004
- Winner in 2005 of 2 awards with Asset magazine for outstanding service to the Financial Planning profession
- Recognised as one of only three advisors to be Highly Commended in the Money Management Australian Financial Planner of the Year awards in 2002 and 2003
Professional Achievements
- Board member of Dealer Group Advisers Association
- Held four year position on the Advisory Board of major Financial Services business
- Holds a position on the Advisory Board of major funds management company
- Present Chairman of a medium Business Enterprises (non Financial Services) and board member of another new start business
- Held a regular segment on popular Melbourne talk back radio station
- FPA Conference Speaker and regular Dealer Group Conference Speaker