Peter Walsh
Financial Adviser
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About
Peter Walsh is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid educational foundation including a Bachelor of Business from Swinburne University of Technology (1999) and a Graduate Diploma of Applied Finance from FINSIA (2008), Peter combines academic knowledge with practical experience. Peter holds additional qualifications in Margin Lending from the Stockbrokers Association of Australia (2010), and has completed courses in Ethics and Professionalism in Financial Advice (Kaplan, 2020), the FASEA Relevant Provider Exam (2021), and Tax for Financial Advising (Kaplan, 2025). This ensures he remains current with industry standards and regulations. Authorised to provide advice on wealth management, securities, and government debt securities, Peter can assist with a broad range of financial needs. His expertise allows him to develop strategies tailored to each client’s unique circumstances, helping them build and protect their wealth. • Wealth Management Strategies • Securities Advice • Portfolio Construction • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Peter Walsh today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Peter Walsh offer?
Peter Walsh specialises in wealth management, securities advice, portfolio construction, and retirement planning. He provides tailored strategies to help clients achieve their financial goals.
What qualifications does Peter Walsh have?
Peter holds a Bachelor of Business from Swinburne University of Technology, a Graduate Diploma of Applied Finance from FINSIA, qualifications in Margin Lending, and has completed the FASEA Relevant Provider Exam, as well as ongoing professional development in ethics and tax.
What is the process of working with Peter Walsh?
The process begins with an initial consultation to understand your financial goals and circumstances. Peter then develops a tailored financial plan, implements the strategies, and provides ongoing reviews to ensure your plan remains aligned with your objectives.
What can I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and risk tolerance. This meeting is an opportunity to ask questions and determine if the advisor is a good fit for your needs.
How does Peter Walsh stay up-to-date with the latest financial regulations?
Peter is committed to ongoing professional development and regularly attends industry training sessions and completes relevant courses to stay informed about the latest financial regulations and best practices. He also holds relevant qualifications in Ethics and Tax, and has passed the FASEA exam.
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