Peter Kirby
Financial Adviser
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About
Peter Kirby is an ASIC-registered financial adviser based in Avalon Beach, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Planning from Deakin University FPA (2004) and an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty/GWM Adviser Services Limited (2006), Peter brings a wealth of knowledge and experience to his clients. He also holds certifications in Ethics and Professionalism in Financial Advice and Insurance Advice from Kaplan Higher Education. As a member of the Financial Advice Association of Australia (FAAA), Peter adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Peter is committed to providing tailored financial solutions that meet the unique needs of each client. His services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Peter Kirby today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Peter Kirby offer?
Peter Kirby provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Peter Kirby's qualifications and experience?
Peter holds a Diploma of Financial Planning, an Advanced Diploma of Financial Services (Financial Planning), and certifications in Ethics and Insurance Advice. He is also a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to professional standards and ongoing education.
What is the process for working with Peter Kirby?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. Peter will then develop a personalized financial plan, implement the strategies, and provide ongoing support and reviews to ensure your plan remains aligned with your evolving needs.
What can I expect from a financial planning session with Peter Kirby?
You can expect a collaborative and informative session where Peter will listen carefully to your needs, explain complex financial concepts in a clear and understandable way, and provide you with unbiased advice to help you make informed decisions about your financial future.
How can Peter Kirby help me with my retirement planning?
Peter can help you assess your current retirement savings, develop a strategy to maximize your superannuation contributions, explore investment options, and create a plan to ensure you have a comfortable and secure retirement.
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