Peter Voltscos
Financial Adviser
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About
Peter Voltscos is an ASIC-registered financial adviser based in Mill Park, Victoria, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive strategies. With over two decades of experience in the financial services industry, Peter brings a wealth of knowledge and a commitment to providing personalised solutions. He holds a Certified Financial Planner (CFP) designation from the FPA since 1999, along with a Diploma of Financial Planning also from the FPA obtained in the same year. Further enhancing his expertise, Peter also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) from the MFAA (2009) and is an Accredited Aged Care Professional since 2016. Peter is authorised to provide advice on a wide range of financial products, ensuring that clients receive well-rounded guidance. Peter can assist with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities His commitment to ongoing education and professional development ensures that his clients benefit from the most up-to-date and effective financial strategies. Whether you are planning for retirement, managing your investments, or seeking advice on aged care, Peter is here to help. Contact Peter today to discuss your financial needs and embark on a path towards financial security and success.
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Frequently Asked Questions
What types of financial advice does Peter Voltscos offer?
Peter Voltscos provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He can help you create a tailored plan to achieve your financial goals.
What are Peter Voltscos's qualifications?
Peter is a Certified Financial Planner (CFP), and holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA). He also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) from the Mortgage & Finance Association of Australia (MFAA), and is an Accredited Aged Care Professional.
What is the process for becoming a client of Peter Voltscos?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. Peter will then develop a personalised financial plan tailored to your specific needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How can Peter Voltscos help me with retirement planning?
Peter can help you develop a comprehensive retirement plan that considers your superannuation, investments, and other assets. He can provide advice on strategies to maximise your retirement income and ensure a comfortable retirement lifestyle.
What can I expect when working with Peter Voltscos?
You can expect a professional, personalised, and transparent approach to financial advice. Peter is committed to building long-term relationships with his clients, providing ongoing support and guidance to help you achieve your financial goals.
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