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Peter Carpenter

Peter Carpenter

Financial Adviser

Peter Carpenter - Stock Broking & Financial Planning
Redcliffe, QLD 4020

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About

Peter Carpenter is an ASIC-registered financial adviser based in Redcliffe, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and solutions. Peter holds a Bachelor of Business (Tourism) from the University of Queensland (1997) and a Bachelor of Business (Honours) from Queensland University of Technology (1999). He also holds a Diploma of Financial Services (Financial Planning) from TRIBECA (2006). Authorised to provide advice on a comprehensive range of financial products, Peter can assist with superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. This broad authorisation ensures that clients receive well-rounded and suitable advice for their individual circumstances. Peter provides expert advice in these key areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance Ready to take control of your financial future? Contact Peter today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Government Debt Securities Superannuation strategies Insurance planning Wealth accumulation Investment advice Retirement planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000295165

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Peter Carpenter offer?

Peter Carpenter provides advice on a range of financial products including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. His services are designed to cater to diverse financial needs.

What are Peter Carpenter's qualifications?

Peter Carpenter holds a Bachelor of Business (Tourism) from the University of Queensland, a Bachelor of Business (Honours) from Queensland University of Technology and a Diploma of Financial Services (Financial Planning) from TRIBECA.

What can I expect during my first meeting with Peter?

During your initial consultation, Peter will take the time to understand your current financial situation, your financial goals, and your risk tolerance. He will then outline a plan to help you achieve those goals, ensuring you are comfortable and informed every step of the way.

How can wealth management advice from Peter Carpenter help me?

Peter's wealth management advice focuses on growing and protecting your assets through strategic investment and financial planning. He will work with you to develop a tailored plan that aligns with your long-term financial objectives.

Does Peter Carpenter offer superannuation advice?

Yes, Peter Carpenter provides expert advice on superannuation, including contributions, investment options, and retirement planning. He can help you optimise your superannuation to achieve your retirement goals.

Get in Touch

Contact Peter directly for personalised advice.

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.