Peter Estcourt
Financial Adviser
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About
Peter Estcourt is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Peter holds a Bachelor of Commerce from the University of Sydney (2003), a Diploma of Financial Services (Financial Planning) from AMP Limited (2006), and a Graduate Diploma in Financial Planning from Finsia (2006). This strong educational foundation, combined with years of experience, allows him to provide comprehensive and reliable financial guidance. Peter's commitment to professionalism is further demonstrated by his memberships with leading industry bodies, including the FPA as a Certified Financial Planner (CFP), Chartered Accountants Australia and New Zealand (CA ANZ), and the SMSF Association. He is authorised to provide advice on a wide range of financial products, ensuring his clients receive well-rounded support. Peter’s areas of expertise cover: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Peter provides expert advice to meet your individual needs. Contact Peter today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Peter Estcourt offer?
Peter Estcourt specialises in superannuation advice, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Peter Estcourt hold?
Peter holds a Bachelor of Commerce from the University of Sydney, a Diploma of Financial Services (Financial Planning) from AMP Limited, and a Graduate Diploma in Financial Planning from Finsia. He is also a Certified Financial Planner (CFP) and a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association.
How does Peter Estcourt approach financial planning?
Peter Estcourt's approach is to first understand your unique financial situation and goals. He then develops a tailored strategy to help you achieve these objectives, providing ongoing support and advice along the way.
What can I expect during my first meeting with Peter Estcourt?
During your initial consultation, Peter will discuss your current financial situation, future goals, and risk tolerance. This will help him understand your needs and determine the best course of action for your financial future. You can expect a comfortable and professional environment where your questions and concerns are addressed.
Is Peter Estcourt qualified to provide SMSF advice?
Yes, Peter is a member of the SMSF Association and is qualified to provide advice on Self-Managed Superannuation Funds (SMSFs).
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