Peter Sheldon
Financial Adviser
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About
Peter Sheldon is an ASIC-registered financial adviser based in Bondi Junction, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce (Accounting, Finance and Systems) from the University of New South Wales (1979), Peter brings a wealth of knowledge and experience to his practice. As a CPA with CPA Australia and an SMSF Specialist Advisor (SSA) with the SMSF Association, Peter possesses the expertise to provide strategic advice in various areas, including superannuation, insurance, and wealth management. He is authorized to advise on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Peter is committed to providing personalised financial solutions to meet the unique needs of each client. • Superannuation advice, including SMSF strategies • Comprehensive insurance solutions to protect your assets and loved ones • Wealth management strategies to grow and preserve your wealth • Investment advice on Securities and Government Debt Securities • Retirement planning to ensure a comfortable and secure future Ready to take control of your financial future? Contact Peter Sheldon today to schedule a consultation and discuss your financial goals.
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Frequently Asked Questions
What types of financial advice does Peter Sheldon offer?
Peter Sheldon specialises in superannuation advice, insurance solutions, and wealth management strategies. He is authorized to provide advice on investment life insurance, life risk insurance, securities, and government debt securities.
What are Peter Sheldon's qualifications and professional memberships?
Peter holds a Bachelor of Commerce (Accounting, Finance and Systems) from the University of New South Wales and is a CPA with CPA Australia and an SMSF Specialist Advisor (SSA) with the SMSF Association.
How does Peter Sheldon tailor financial advice to my specific needs?
Peter takes a personalised approach, carefully assessing your financial situation, goals, and risk tolerance to develop strategies that align with your unique circumstances. He focuses on building long-term relationships based on trust and transparency.
What can I expect during my initial consultation with Peter Sheldon?
During your initial consultation, Peter will discuss your current financial situation, your short-term and long-term goals, and your risk tolerance. This information will help him develop a personalised financial plan tailored to your needs.
Can Peter Sheldon help with my SMSF (Self-Managed Superannuation Fund)?
Yes, as an SMSF Specialist Advisor (SSA), Peter has extensive knowledge and experience in providing advice on all aspects of SMSFs, from establishment and compliance to investment strategies and retirement planning.
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