Peta Winkless
Financial Adviser
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About
Peta Winkless is an ASIC-registered financial adviser based in South Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Peta holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2021), an Advanced Diploma of Financial Services (Financial Planning) also from Kaplan (2008), a Diploma of Financial Services (Financial Planning) from Tribeca (2005), and a Diploma of Financial Markets from the Securities Institute (2003). As a member of the Financial Advice Association of Australia (FAAA), Peta adheres to the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, Peta specialises in superannuation, insurance, and wealth management strategies. She is also well-versed in retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Peta's services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management • Investment strategies Ready to take control of your financial future? Contact Peta Winkless today for a consultation and discover how personalised financial advice can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Peta Winkless offer?
Peta Winkless provides comprehensive financial advice, including superannuation, retirement planning, insurance, and wealth management strategies, tailored to your individual needs and goals.
What qualifications does Peta Winkless have?
Peta holds a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and a Diploma of Financial Markets. She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Peta?
During your initial consultation, Peta will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then outline a potential strategy tailored to your specific needs.
How does Peta Winkless stay up-to-date with the latest financial regulations?
Peta is committed to ongoing professional development and regularly participates in industry training and educational programs to stay informed about the latest financial regulations and best practices.
Is Peta Winkless able to provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Peta is qualified and experienced in providing advice on Self-Managed Superannuation Funds, helping you navigate the complexities of managing your own superannuation.
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