Peter Lanham
Financial Adviser
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About
Peter Lanham is an ASIC-registered financial adviser based in Miranda, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a career spanning over three decades, Peter brings a wealth of knowledge and experience to every client interaction. Peter holds a Bachelor of Commerce from the University of Wollongong and prestigious certifications including a Certified Practising Accountant (CPA), a Certified Financial Planner (CFP), and a Certified Financial Strategist. He is a member of the Association of Independently Owned Financial Professionals (AIOFP), CPA Australia, the Financial Advice Association of Australia (FAAA), and is registered with the Tax Practitioners Board. These qualifications and memberships reflect Peter's commitment to upholding the highest standards of professionalism and ethical conduct. Peter is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you're planning for retirement, managing your investments, or seeking to protect your assets, Peter can provide the expert guidance you need. Contact Peter today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Peter Lanham offer?
Peter Lanham provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. He is authorised to advise on various financial products, tailored to your individual needs.
What are Peter Lanham's qualifications and experience?
Peter Lanham holds a Bachelor of Commerce, is a Certified Practising Accountant (CPA), a Certified Financial Planner (CFP), and a Certified Financial Strategist. He has over 30 years of experience in the financial services industry.
How does Peter Lanham develop a financial plan for clients?
Peter begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies to help you achieve your objectives. The plan is regularly reviewed and adjusted as needed.
What professional associations is Peter Lanham a member of?
Peter is a member of the Association of Independently Owned Financial Professionals (AIOFP), CPA Australia, and the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Peter Lanham?
During your initial consultation, you can expect a friendly and informative discussion about your financial goals and concerns. Peter will explain his approach to financial planning and answer any questions you may have, ensuring you feel comfortable and informed.
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