Peter Marmara-Stewart
Financial Adviser
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About
Peter Marmara-Stewart is an ASIC-registered financial adviser based in Traralgon, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Peter's extensive qualifications underpin his commitment to providing expert financial guidance. He holds a Diploma of Financial Services (Financial Planning) from Pinnacle, a Bachelor of Business and Commerce from Monash University, a DPML Margin Lending certification from Pinnacle Financial Services Academy, a Masters of Commerce from the University of New England, and has completed Ethics and Professionalism training with Kaplan Professional. Peter is also a member of the Association of Independently Owned Financial Professionals (AIOFP), the Institute of Public Accountants (IPA), and the National Tax & Accountants' Association, demonstrating his dedication to upholding the highest standards of professional conduct. Authorised to provide advice on a wide range of financial products, Peter specialises in superannuation, insurance, and wealth management, as well as retirement planning. Peter can offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Peter today to schedule a consultation and discuss your specific needs.
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Frequently Asked Questions
What financial planning services does Peter Marmara-Stewart offer?
Peter specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He offers tailored strategies to help you achieve your financial goals.
What are Peter Marmara-Stewart's qualifications?
Peter holds a Diploma of Financial Services (Financial Planning), a Bachelor of Business and Commerce, a DPML Margin Lending certification, a Masters of Commerce, and has completed Ethics and Professionalism training.
What professional memberships does Peter hold?
Peter is a member of the Association of Independently Owned Financial Professionals (AIOFP), the Institute of Public Accountants (IPA), and the National Tax & Accountants' Association.
What can I expect during the initial consultation with Peter Marmara-Stewart?
During your initial consultation, Peter will discuss your current financial situation, your goals, and your risk tolerance. He will then develop a personalised financial plan tailored to your specific needs.
How does Peter Marmara-Stewart stay up-to-date with changes in the financial industry?
Peter is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest changes and trends in the financial industry.
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