Peter Banicevic
Financial Adviser
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About
Peter Banicevic is an ASIC-registered financial adviser dedicated to helping clients in Lansvale, NSW, and beyond achieve their financial goals. With a Bachelor of Commerce in Accounting & Finance from UNSW (1993) and a Graduate Diploma in Financial Planning from Kaplan Professional (2010), Peter possesses a strong foundation in financial principles and practices. Further specialized training in Margin Lending and Geared Investment, LPAC ASX Listed Products, and Self-Managed Superannuation Funds ensures he stays at the forefront of industry knowledge. 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, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Peter is committed to providing tailored financial solutions to meet each client's unique needs. His areas of expertise include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Peter today for a consultation and personalized financial plan.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Peter Banicevic offer?
Peter Banicevic specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He provides comprehensive financial planning services tailored to your individual needs.
What are Peter Banicevic's qualifications?
Peter holds a Bachelor of Commerce in Accounting & Finance from UNSW and a Graduate Diploma in Financial Planning from Kaplan Professional. He also has specialized training in areas such as Margin Lending, Geared Investment, ASX Listed Products and Self-Managed Superannuation Funds.
How does Peter Banicevic approach financial planning?
Peter takes a client-centered approach, focusing on understanding your financial goals, risk tolerance, and current situation. He then develops a personalized financial plan designed to help you achieve your objectives.
What should I expect during my first meeting with Peter?
During your initial consultation, Peter will discuss your financial goals, gather information about your current financial situation, and explain his services in detail. This meeting is an opportunity for you to ask questions and determine if Peter is the right financial adviser for you.
Does Peter Banicevic provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Peter has specialized training in Self-Managed Superannuation Funds and can provide expert advice on establishing, managing, and optimizing your SMSF.
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