Peter Coleman
Financial Adviser
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About
Peter Coleman is an ASIC-registered financial adviser based in Norwood, SA, dedicated to helping clients achieve their financial goals with clarity and confidence. Peter brings a wealth of knowledge and experience to his practice, underpinned by a Bachelor of Science from the University of Adelaide (1983), a Graduate Diploma of Applied Finance & Investment from the Securities Institute of Australia (1997), and a Diploma of Financial Planning from the FPA (1999). His commitment to ethical and professional conduct is further demonstrated by completing Ethics and Professionalism in Financial Advice training with Kaplan (2020). Peter is also a proud member of the Financial Advice Association of Australia (FAAA). Peter is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, and government debt securities. He works closely with individuals and families to develop tailored strategies that align with their unique circumstances and aspirations. • Superannuation advice to help you grow and protect your retirement savings • Comprehensive wealth management strategies for long-term financial security • Investment advice on securities to build a diversified portfolio • Guidance on government debt securities for stable investment options 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 dreams.
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Frequently Asked Questions
What types of financial advice does Peter Coleman offer?
Peter Coleman provides advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and overall financial well-being.
What are Peter Coleman's qualifications and experience?
Peter holds a Bachelor of Science, a Graduate Diploma of Applied Finance & Investment, and a Diploma of Financial Planning. He has been working in the financial services industry since 1997 and is committed to ongoing professional development.
What can I expect during my first meeting with Peter Coleman?
During your initial consultation, Peter will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does Peter Coleman stay up-to-date with changes in the financial industry?
Peter is committed to continuous learning and regularly participates in professional development activities. He also stays informed about industry trends and regulatory changes to ensure he provides the most current and relevant advice.
Why should I choose Peter Coleman as my financial advisor?
Peter is an experienced and qualified financial advisor who is passionate about helping his clients achieve their financial goals. He is committed to providing personalized, ethical, and professional advice.
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