We are a small team of passionate professionals focused on providing personal, down-to-earth advice on all aspects of our clients’ finances, from cash flow and budgeting to investments and insurance.
Since we began our journey in 2005, we are proud to have helped hundreds of clients create a clear path to their own financial freedom. We are committed to maintaining the high service standards we have developed over the years by:
Peter has more than 30 years’ experience in the financial services industry and has worked as a qualified Financial Planner since 1998. Before establishing Essential Financial Planning in 2005, he worked in personal and business lending at Westpac and as a Financial Planner at Trust Company.
Whilst he provides advice on a broad range of financial planning issues, Peter’s specialist areas include:
• Retirement strategies and planning;
• Self-Managed Superannuation Funds;
• Direct share investing; and
• Personal and business insurance.
Essential Financial Planning Pty Ltd
37 Belrose Avenue, Cheltenham, Victoria, 3192
Phone: (03) 9614 1044
Email: essential@essentialfp.com
Corporate Authorised Representative No 295951 of Essential Financial Planning Australia Pty Ltd
AFSL. 400439 ABN. 95 146 886 035
