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Peter Durbin

Financial Adviser

Oracle Advisory Group
Charlestown, NSW 2290

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About

Peter Durbin is an ASIC-registered financial adviser based in Charlestown, NSW. With a career spanning over three decades, Peter brings a wealth of knowledge and experience to his clients, helping them achieve their financial goals with considered and tailored advice. Peter holds a Bachelor of Commerce from the University of Newcastle (1986) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia (1990). He also completed a Certificate Course with the Securities Institute of Australia in 2008, demonstrating his commitment to ongoing professional development. Peter is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He is dedicated to providing clear and straightforward advice to help clients navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Wealth management strategies • Investment advice • Retirement planning Whether you are planning for retirement, looking to grow your wealth, or need guidance on superannuation, Peter can provide the expert advice you need. Contact Peter today to discuss your financial goals and how he can help you achieve them.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation advice Wealth management Investment advice Retirement planning

Client Types

Personal Investors

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000540806

Verify on ASIC Register

Authorised Representative Number

000259373

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Peter Durbin provide?

Peter Durbin specializes in providing advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and managing your overall financial well-being.

What are Peter Durbin's qualifications?

Peter Durbin holds a Bachelor of Commerce from the University of Newcastle, a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia, and a Certificate Course from the Securities Institute of Australia.

What is Peter's approach to financial advising?

Peter focuses on providing clear, straightforward advice tailored to each client's individual needs and goals. He takes the time to understand your financial situation and develops strategies to help you achieve your objectives.

How can Peter Durbin help me with my superannuation?

Peter can provide advice on all aspects of superannuation, including choosing the right fund, contributing strategies, and planning for retirement income. He can help you make informed decisions to maximize your superannuation benefits.

What should I expect during my first meeting with Peter?

During your initial consultation, Peter will discuss your financial goals, current situation, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs. You can expect a professional and informative experience.

Get in Touch

Contact Peter directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.