Peter Willis
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 Willis is an ASIC-registered financial adviser based in Busselton, WA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive financial solutions. Peter's commitment to excellence is demonstrated through his extensive qualifications, including a Diploma of Financial Planning from KAPLAN, a Professional Diploma in Stockbroking from the Stockbrokers and Financial Advisers Association of Australia, and specialized training in Margin Lending from the Stockbrokers Association of Australia. He has also completed the FASEA Relevant Provider Exam and Ethics and Professionalism in Financial Advice through KAPLAN, ensuring he adheres to the highest ethical and professional standards. Peter is authorized to provide advice on a range of financial products, including superannuation, wealth management, Securities and Government Debt Securities. He leverages this expertise to develop personalized strategies that align with each client's unique circumstances and aspirations. Key services include: • Superannuation advice to help you plan for a comfortable retirement • Wealth management strategies to grow and protect your assets • Securities and Government Debt Securities advice, to help you build a diverse investment portfolio. • Financial planning tailored to your individual needs Ready to take control of your financial future? Contact Peter Willis today to schedule a consultation and discover how his expertise can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Peter Willis offer?
Peter Willis specialises in superannuation advice, wealth management, and providing advice on Securities and Government Debt Securities. He can help you develop a comprehensive financial plan tailored to your specific needs.
What are Peter Willis's qualifications?
Peter holds a Diploma of Financial Planning from KAPLAN, a Professional Diploma in Stockbroking from the Stockbrokers and Financial Advisers Association of Australia, and specialized training in Margin Lending from the Stockbrokers Association of Australia. He has also completed the FASEA Relevant Provider Exam and Ethics and Professionalism in Financial Advice through KAPLAN.
What can I expect during my first consultation with Peter Willis?
During your initial consultation, Peter will take the time to understand your financial situation, goals, and risk tolerance. He'll explain his approach to financial planning and answer any questions you may have. This meeting will help determine if his services are the right fit for you.
How does Peter Willis tailor his advice to individual client needs?
Peter believes in a personalized approach. He takes the time to get to know each client's unique circumstances, financial goals, and risk tolerance. This understanding allows him to develop tailored strategies that align with their specific needs and aspirations.
What is the process for becoming a client of Peter Willis?
The first step is to schedule an initial consultation. During this meeting, Peter will discuss your financial situation, goals, and any concerns you may have. If you decide to proceed, he will work with you to develop a comprehensive financial plan and implement strategies to help you achieve your objectives.
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.