Peter Clarke
Financial Adviser
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About
Peter Clarke is an ASIC-registered financial adviser based in Gladstone, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Peter holds a Bachelor of Commerce (Finance) from the University of Queensland and a Graduate Diploma of Financial Planning from Kaplan Professional. He also completed a Certificate 4 in Financial Services and the Core 1 Securities & Managed Investments Accreditation Program from the Stockbrokers Association of Australia. Peter is a member of the Stockbrokers and Investment Advisers Association (SIAA), reflecting his commitment to upholding the highest professional standards. Peter is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He works with individuals to build and protect their wealth, and to help them achieve financial security and peace of mind. Key services include: • Superannuation advice to optimise your retirement savings • Wealth management strategies to grow your assets • Investment advice on securities and government debt securities • Personalised financial planning to achieve your life goals Ready to take control of your financial future? Contact Peter today for a consultation.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Peter Clarke offer?
Peter Clarke specialises in providing advice on superannuation, wealth management, securities, and government debt securities. He can help you with everything from retirement planning to investment strategies.
What qualifications does Peter Clarke have?
Peter holds a Bachelor of Commerce (Finance) from the University of Queensland, a Graduate Diploma of Financial Planning from Kaplan Professional, a Certificate 4 in Financial Services, and the Core 1 Securities & Managed Investments Accreditation Program from the Stockbrokers Association of Australia. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
How does Peter Clarke tailor his advice to individual client needs?
Peter takes a personalised approach to financial planning. He starts by understanding your unique circumstances, goals, and risk tolerance. Based on this information, he develops a customised financial plan designed to help you achieve your objectives.
What can I expect during my initial consultation with Peter Clarke?
During your initial consultation, Peter will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your financial objectives. This is also an opportunity for you to ask any questions you may have.
Is Peter Clarke obligated to act in my best interests?
Yes, as an ASIC-registered financial adviser, Peter Clarke is legally obligated to act in your best interests when providing financial advice.
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