Peter Mckaig
Financial Adviser
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About
Peter Mckaig is an ASIC-registered financial adviser based in Ayr, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from James Cook University of North Queensland and certifications as a Certified Practising Accountant (CPA) and a Certified Financial Planner (CFP), Peter brings a wealth of knowledge and experience to his practice. His commitment to ongoing professional development is demonstrated through certifications in Margin Lending and Geared Investments, as well as Ethics and Professionalism in Financial Advice. 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 broad range of financial products, ensuring clients receive holistic solutions to meet their unique needs. This includes superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning. Peter's key services include: • Superannuation advice and optimisation • Comprehensive insurance planning to protect your assets and family • Strategic wealth management and investment solutions • Retirement planning to secure your financial future • Advice on Investment Life Insurance, Life Risk Insurance and Securities Ready to take control of your financial future? Contact Peter Mckaig today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Peter Mckaig offer?
Peter Mckaig provides a comprehensive range of financial advice, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Peter Mckaig have?
Peter holds a Bachelor of Commerce, is a Certified Practising Accountant (CPA), and a Certified Financial Planner (CFP). He also has certifications in Margin Lending and Geared Investments, as well as Ethics and Professionalism in Financial Advice.
How does Peter Mckaig approach financial planning?
Peter takes a personalized approach to financial planning, focusing on understanding each client's unique circumstances, goals, and risk tolerance. He develops tailored strategies to help clients achieve their financial objectives.
What can I expect during my first meeting with Peter Mckaig?
During your initial consultation, Peter will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity to get to know Peter, understand his approach, and determine if he is the right financial adviser for you.
Is Peter Mckaig affiliated with any professional organizations?
Yes, Peter is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high professional standards.
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