Financial Adviser
Advanced Diploma of Financial Planning, Graduate Certificate of Financial Planning
Office: 03 8508 7870
Mobile: 0431 589 145
Peter has been providing tailored advice for more than a decade. His career has afforded him the privilege of working with a broad array of clients and scenarios.
Fundamental to his approach is making complex circumstances manageable whilst ensuring the most appropriate structure and strategy is utilised for each client. Through this process he has consistently been able to deliver identifiable and measurable benefits for his clients.
Peter specialises in wealth succession, complex structures & taxation for high net wealth family groups.
Authorised representative number: 338251
Credit representative number: 493326
Financial Adviser
Bachelor of Commerce (Honours), Diploma of Financial Services (Financial Planning)
Office: 03 8508 7870
Mobile: 0426 826 244
There are those who understand complex financial concepts. And then there are those who not only understand them, but can communicate them to others. Luke is one of those rare individuals.
A financial services professional with over 17 years’ experience across Australia and Europe, Luke prides himself on being able to provide financial advice to high net worth individuals and businesses. Coming from an economics background, Luke is particularly adept at communicating complex financial concepts and educating clients about the benefits of proposed strategies to give them the confidence to pursue their financial goals.
Luke is also a highly skilled specialist in the aged care sector, providing specialist advice to families in this complex area. As a founding committee member of the Association of Age Service Professionals, it is no surprise that Luke is a regularly sought after commentator on aged care issues
When not working hard to make the complex seem simple, Luke likes to relax and enjoy playing a little tennis.
Authorised representative number: 386589
Credit representative number: 468403
Associate Adviser
Bachelor of Arts and Bachelor of Commerce, Advanced Diploma of Financial Planning
Office: 03 8508 7870
Mobile: 0425 753 567
Will joined Partners OHM in 2013 and has been passionate about working closely with clients to achieve their financial and personal goals. Throughout his time in the industry Will has come across a range of different scenarios and understands that no two clients are the same. He is dedicated to providing clients with an exceptional service, focusing on individual circumstances and providing a tailored solution that ultimately benefits everyone involved.
Authorised representative number: 1264657
Credit representative number: 508943
General advice warning: This website contains information that is general in nature. It does not take into account
the objectives, financial situation or needs of any particular person.You need to consider your financial situation
and needs before making any decisions based on this information.
PRPIA Pty Ltd ABN 61 144 888 433
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: Level 10, 88 Phillip Street, Sydney NSW 2000
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