Peter Griffith
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Peter Griffith is an ASIC-registered financial adviser dedicated to helping individuals and families in Penrith, NSW, achieve their financial goals. With a career spanning over 18 years, Peter holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from AMP Limited. He has also completed specialist training in Margin Lending and Geared Investments from Kaplan Higher Education, SMSF expertise through the University of Adelaide, and holds certifications in Ethics and Client Engagement. Peter is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management. He specialises in retirement planning and can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Peter’s commitment is to provide clear, straightforward advice tailored to your unique circumstances. Contact Peter today to arrange a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Peter Griffith offer?
Peter specialises in superannuation advice, retirement planning, insurance solutions, wealth management strategies, and investment advice. He can assist with a broad range of financial products to help you achieve your financial goals.
What qualifications does Peter Griffith have?
Peter holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and specialist training in Margin Lending and Geared Investments, SMSF, Ethics, and Client Engagement.
What can I expect during my first consultation with Peter?
During your initial consultation, Peter will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you and outline the next steps in the financial planning process.
How does Peter Griffith stay up-to-date with the latest financial regulations?
Peter is committed to ongoing professional development and regularly attends industry training and seminars to stay informed about the latest changes in financial regulations and best practices.
Does Peter Griffith provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Peter has specialist training in SMSF and can provide advice on establishing, managing, and optimising your SMSF to achieve your retirement goals.
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.