WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
PH

Peter Hawker

Financial Adviser

Oak Financial Planning
Kew, VIC 3101

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Peter Hawker is an ASIC-registered financial adviser based in Kew, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Peter brings a wealth of knowledge and experience to his practice, underpinned by a Bachelor of Management from the University of Sydney (1997), a Diploma of Financial Services (Financial Planning) from Traineeship Management Australia (2007), and an Advanced Diploma of Financial Planning from Monarch Institute (2019). Peter is committed to maintaining the highest ethical standards, evidenced by completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Professional in 2021. Authorised to provide advice on a broad range of financial products, Peter specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Peter Hawker today for a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Insurance solutions Wealth management Retirement planning Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000516624

Verify on ASIC Register

Authorised Representative Number

000329064

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Peter Hawker offer?

Peter Hawker specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Peter Hawker have?

Peter holds a Bachelor of Management from the University of Sydney, a Diploma of Financial Services (Financial Planning) from Traineeship Management Australia, and an Advanced Diploma of Financial Planning from Monarch Institute. He has also completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan Professional.

What is the process for becoming a client of Peter Hawker?

The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Peter will develop a tailored financial plan to help you achieve your objectives. He will then implement and monitor the plan, providing ongoing support and advice.

How can wealth management advice from Peter Hawker help me?

Peter's wealth management advice can help you grow and protect your assets, plan for your financial future, and achieve your financial goals. He takes a holistic approach, considering your individual circumstances and tailoring his advice to your specific needs.

What can I expect during my first meeting with Peter Hawker?

During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Peter will take the time to understand your needs and provide you with an overview of how he can help you achieve your objectives. This initial consultation is designed to be informative and collaborative.

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.