Peter Hannagan
Financial Adviser
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 Hannagan is an ASIC-registered financial adviser based in Bunbury, WA, dedicated to helping clients achieve their financial goals with sound, personalised advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2002) and ongoing professional development, including completing FPC002B Ethics and Professionalism in Financial Advice (2022), Peter is committed to providing ethical and up-to-date advice. Peter is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. This broad authorization enables him to create tailored strategies to meet each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Peter Hannagan today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Peter Hannagan offer in Bunbury?
Peter Hannagan provides a range of services including superannuation advice, insurance solutions, wealth management, and retirement planning. He can help you with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What are Peter Hannagan's qualifications as a financial adviser?
Peter Hannagan holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and has completed FPC002B Ethics and Professionalism in Financial Advice.
What is the process for working with Peter Hannagan to develop a financial plan?
The process typically begins with an initial consultation to understand your financial goals and current situation. Peter will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will ensure your plan remains aligned with your evolving needs.
How can wealth management advice from Peter Hannagan benefit me?
Peter's wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. He considers your risk tolerance, time horizon, and financial goals to create a personalised investment strategy.
What should I expect during my first meeting with Peter Hannagan?
During your first meeting, Peter will focus on understanding your financial situation, goals, and concerns. Be prepared to discuss your income, expenses, assets, liabilities, and any specific financial objectives you have. This initial consultation is a crucial step in developing a tailored financial plan that meets your needs.
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.