Peter Maundrell
Financial Adviser
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About
Peter Maundrell is an ASIC-registered financial adviser based in Emerald, QLD, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Peter's extensive qualifications and experience underpin his commitment to providing high-quality financial solutions. He holds a Certified Financial Planner certification from the Financial Planning Association of Australia (2003), a Diploma of Financial Planning from the same institution (2003), and attained Self Managed Superannuation Fund Adviser (Personal Advice) accreditation from Mentor Education in 2015. Further demonstrating his dedication to excellence, Peter completed a Master of Financial Planning from Kaplan Professional in 2023. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Peter adheres to the highest ethical and professional standards. Peter is authorised to provide advice on a range of financial products including superannuation, insurance, Investment Life Insurance, and Life Risk Insurance, ensuring comprehensive coverage for his clients’ diverse needs. Peter offers a suite of key services designed to provide financial security and growth: • Superannuation advice • Insurance solutions • Investment strategies • Retirement planning • Wealth management Ready to take control of your financial future? Contact Peter today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Peter Maundrell offer?
Peter Maundrell specialises in providing advice on superannuation, insurance, investment strategies including Investment Life Insurance, and Life Risk Insurance. He offers comprehensive financial planning services tailored to your individual needs.
What are Peter Maundrell's qualifications and professional memberships?
Peter Maundrell is a Certified Financial Planner (CFP), holds a Diploma of Financial Planning, is accredited as a Self Managed Superannuation Fund Adviser, and has a Master of Financial Planning. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How does Peter Maundrell tailor his advice to my specific situation?
Peter takes the time to understand your unique financial circumstances, goals, and risk tolerance. He then develops a personalised financial plan that aligns with your objectives, providing ongoing support and adjustments as needed.
What can I expect during my first consultation with Peter Maundrell?
During your initial consultation, Peter will discuss your current financial situation, your financial goals, and any concerns you may have. This meeting allows him to gather the information needed to create a suitable financial plan for you. It's a chance for you to get to know Peter and understand how he can help.
What is the process of working with Peter Maundrell as my financial adviser?
The process typically involves an initial consultation, followed by the development of a personalised financial plan. Peter will then implement the plan, providing ongoing monitoring, reviews, and adjustments as needed to ensure you stay on track to achieve your financial goals.
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