Peter Frank Harris
Financial Adviser
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About
Peter Harris is an ASIC-registered financial adviser based in Milton, Queensland, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Peter holds a Bachelor of Business (Finance) from Queensland University of Technology and has continuously expanded his expertise through various industry qualifications, including being an Accredited Aged Care Professional and completing advanced studies in tax, superannuation, economic and legal contexts, client engagement, and ethics from Kaplan Professional. Peter is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows him to offer holistic solutions tailored to each client's unique circumstances. Key services include: • Superannuation advice • Retirement planning • Investment strategies • Insurance solutions • Wealth management Peter’s focus is on building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance, Peter can help. Contact Peter today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Peter Harris provide?
Peter Harris provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you with retirement planning, investment strategies, and insurance solutions.
What are Peter Harris's qualifications?
Peter Harris holds a Bachelor of Business (Finance) from Queensland University of Technology. He is also an Accredited Aged Care Professional and has completed several advanced courses from Kaplan Professional focusing on tax, superannuation, economic context, client engagement and ethics.
How does Peter Harris approach financial planning?
Peter focuses on building long-term relationships with clients, providing tailored advice and ongoing support. He takes the time to understand your unique circumstances and goals to develop a financial plan that meets your needs.
What can I expect during my first consultation with Peter Harris?
During your first consultation, Peter will discuss your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your goals and answer any questions you may have.
Does Peter Harris provide advice on superannuation?
Yes, Peter is authorised to provide advice on superannuation. He can assist you with choosing the right superannuation fund, consolidating your superannuation accounts, and developing a retirement plan.
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