Peter Stock
Financial Adviser
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About
Peter Stock is an ASIC-registered financial adviser based in Hawthorne, VIC, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a strong academic foundation including a Bachelor of Arts and a Bachelor of Business (Banking and Finance) from Monash University (1990), complemented by a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia (1996) and a Graduate Diploma in Financial Planning (2001), Peter possesses a comprehensive understanding of the financial landscape. Peter further enhanced his expertise through the Margin Lending Accreditation Program (2010) and studies in Ethics and Professional Relationships at QUT (2020). As a Certified Financial Planner and a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. 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, Peter offers comprehensive financial planning solutions to meet diverse client needs. His services include: • Superannuation Advice • Wealth Management • Insurance Planning • Investment Advice • Retirement Planning Peter is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial world. Contact Peter today to arrange 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 Stock offer?
Peter Stock provides advice on superannuation, insurance, wealth management, investments, and retirement planning, tailored to your individual needs and goals.
What qualifications does Peter Stock hold?
Peter holds a Bachelor of Arts, a Bachelor of Business (Banking and Finance), a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning. He is also a Certified Financial Planner.
What is Peter Stock's approach to financial planning?
Peter takes a holistic approach, focusing on understanding your unique circumstances and developing a personalized financial plan to help you achieve your objectives.
How can I get started with Peter Stock?
Simply contact Peter to schedule an initial consultation. This meeting will allow you to discuss your financial goals and determine if his services are a good fit for your needs.
What professional memberships does Peter Stock have?
Peter is a Certified Financial Planner and a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to ethical and professional standards.
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