Peita Diamantidis
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
Peita Diamantidis is an ASIC-registered financial adviser dedicated to helping individuals and families in Turramurra and across New South Wales achieve their financial goals. With a strong foundation built upon a Bachelor of Economics (Actuarial Studies & Finance) from Macquarie University and a Graduate Diploma in Financial Planning from Securities Institute Australia, Peita has been providing trusted financial advice for many years. She also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) and has completed specialist training in Margin Lending & Geared Investments, as well as Ethics and Professionalism in Financial Advice. As a proud member of the Financial Advice Association of Australia (FAAA), Peita adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Peita’s expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Peita can help you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Peita offers personalised advice tailored to your unique circumstances. Contact Peita today to schedule 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 Peita Diamantidis offer?
Peita Diamantidis provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can help you develop a comprehensive financial plan tailored to your needs.
What are Peita Diamantidis's qualifications?
Peita holds a Bachelor of Economics (Actuarial Studies & Finance), a Graduate Diploma in Financial Planning, and a Certificate IV in Financial Services (Finance/Mortgage Broking). She has also completed specialist training in Margin Lending & Geared Investments, as well as Ethics and Professionalism in Financial Advice.
How does Peita Diamantidis develop a financial plan for her clients?
Peita takes a personalised approach to financial planning. She starts by understanding your financial goals, current situation, and risk tolerance. She then develops a tailored financial plan that addresses your specific needs and helps you achieve your objectives. Regular reviews ensure your plan remains aligned with your evolving circumstances.
What professional memberships does Peita Diamantidis hold?
Peita is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding high ethical and professional standards in the financial advice industry.
What can I expect during my first meeting with Peita?
During your initial consultation with Peita, you can expect a friendly and informative discussion about your financial goals and current situation. Peita will explain her approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to get to know Peita and determine if she is the right financial adviser for you.
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.