Peter Gersch
Financial Adviser
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About
Peter Gersch is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. Based in Southbank, VIC, Peter has been providing trusted financial advice since 1992. His qualifications include a Diploma of Financial Planning from RMIT (1992), Certified Financial Planner certification from the Financial Planning Association (1996), and Tier 1 Margin Lending accreditation from Kaplan (2019). Peter is also a proud member of the Financial Advice Association of Australia (FAAA). Peter is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He provides expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring tailored solutions to meet each client's unique needs. • Superannuation advice • Retirement planning • Wealth Management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance options, Peter provides clear, straightforward guidance to help you make informed decisions. Contact Peter today for 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 Gersch offer?
Peter Gersch specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He also provides guidance on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Peter Gersch's qualifications and experience?
Peter holds a Diploma of Financial Planning from RMIT (1992), is a Certified Financial Planner (since 1996), and has a Tier 1 Margin Lending accreditation from Kaplan (2019). He has been working as a financial adviser since 1992.
How does Peter Gersch tailor his advice to individual client needs?
Peter takes a holistic approach to financial planning, carefully assessing each client's unique circumstances, goals, and risk tolerance. He then develops a personalised strategy designed to help them achieve their financial objectives.
What can I expect during my first consultation with Peter Gersch?
During your initial consultation, Peter will discuss your current financial situation, future goals, and any concerns you may have. He will explain his services in detail and answer any questions you may have, ensuring you feel comfortable and informed before proceeding.
How can Peter Gersch help me plan for my retirement?
Peter can assist with all aspects of retirement planning, including superannuation optimisation, investment strategies, and income projections. He will help you develop a plan to ensure a comfortable and financially secure retirement.
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